Ich hab mal die m.Mn.n. wichtigsten Passagen rausgezogen und stelle sie hier ein:
Josh Phair: [00:13:59] So we do know that we are consuming more silver then is being mined. The scientists say that the ratio of gold to silver is somewhere around 13:1, but we've been mining closer to an 8:1 ratio. Yet gold and silver are trading somewhere between 60, 70, 80, just over the last number of months. It was even worse during covid. So the ratio is kind of out of whack with silver, too.
Josh Phair: [00:14:30] So you mentioned that maybe the silver squeeze is off. I would say, well, the squeeze probably wasn't going to happen in one day anyway. And especially if you're working it from the physical market and if you're taking delivery, you're taking delivery a month or two out. You have to wait so that pressure doesn't come in one day. But the reality is, like I said, when we're bidding on metal from refineries and we're pulling it in, that's the same metal that would normally be going into the exchange. So I see the pressure, let's just say consumers continue to buy, there's going to be a great pressure on the exchanges, on the banks. And so I would say don't don't give up heart that that that that the squeeze won't happen. Because just like when you bought when we had that beautiful dip, not a beautiful was painful, but those that bought that knew when silver dipped into the low teens...
Josh Phair: [00:15:55] People in Germany buy gold and silver with every paycheck. It's the largest coin market in the world for those that don't know. And I do think it's because the people there, especially the elderly, have suffered in the past. They know what a currency collapse looks like. And so every paycheck they get, they buy gold and silver coins. That's what they that's what they do over there. And I think so you talk about ushering in a new generation. So perhaps those WallStreetBets guys, they're looking at the silver short pressure, they're looking at the mining ratios of what's coming out of the earth and they're looking at the new administration for the United States. The new administration wants to do what? Lots of solar and lots of electric cars. Well, hello, metal. Hello, Silver. This is where people start to go, OK, what's going to benefit? What's going to do very well? And for those you know, Goldman Sachs rolled out the that they're talking about the commodity supercycle that's about to start again. So the these are these are really exciting times for those that understand precious metals.
Josh Phair: [00:18:24] It's pretty obvious what's going on. I think they don't want the common person, they don't want the worker bees to basically own what they want and they want to control. So I think they poo poo gold, "It's a relic" they say. It doesn't have a place in the future. Well, why is it still on the central bank's balance sheets?
Josh Phair: Whether you buy it from me or buy it from your local dealer, I'm just excited that our industry is finally starting to get a little bit of interest in it for probably the first time in my lifetime. At this level. This is beyond this is beyond 2008-11 run that took metals to a pretty high price, but it didn't it didn't stay up because realistically that the consumption wasn't there. I think now you kind of start looking at where this is going. The consumption is going to be there for it for a lot of these metals. And I think these are good times.
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