What Is David Morgan Actually Buying Right Now? episode artwork

EPISODE · May 30, 2026 · 57 MIN

What Is David Morgan Actually Buying Right Now?

from Resource Talks (CEO BBQ) · host Resource Talks

Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caTimestamps:00:00:00 Chapters00:00:08 Very Important Warning00:00:56 Are major bank analysts right to turn cautious on silver?00:03:09 Was Bloomberg's bearish silver call ahead of UBS and HSBC?00:06:55 Is solar still silver's main demand engine?00:12:49 Does industrial demand alone explain silver's long-term supply crunch?00:16:27 Why does today's silver deficit matter more than the one from 1990 to 2006?00:20:50 Is a US-Iran ceasefire or further escalation more bullish for gold?00:22:29 How important is China to the gold story?00:26:16 Is asteroid mining a real answer to mineral scarcity on Earth?00:31:22 Should copper be treated as a strategic asset rather than a commodity?00:35:18 Do the new mining IPOs signal where we are in the cycle?00:41:33 Does geopolitical tension change how David Morgan positions in resource markets?00:46:51 How does David Morgan rank antimony, copper, and SpaceX in a "Date, Marry, Run" game?00:49:20 How would David Morgan invest $100,000 right now?Mark and David Morgan discuss why major bank analysts are wrong to turn bearish on silver, what the 1990-2006 silver deficit reveals about today's supply crunch, and whether solar demand has truly peaked. They break down why China's gold accumulation signals a shift in global power, how asteroid mining and copper tariffs are reshaping the resource investment landscape, and exactly how David Morgan would allocate $100,000 across silver miners and copper stocks right now.

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