Silver Supply Chain Disruption Led By Governments? | Mario Innecco
Silver Supply Chain Disruption Led By Governments? | Mario Innecco
Liberty and Finance: 1-17-2025
Mario Innecco explains how growing political pressure on the Federal Reserve is eroding confidence in monetary governance and acting as an accelerant rather than a cause of the current precious metals bull market.
He argues that the deeper driver lies in structural debt saturation, where ever larger amounts of borrowing and money creation are required simply to keep the system functioning, much like adding water to a cracked dam to delay collapse.
Moving from fundamentals to market structure, Innecco contrasts past cycles such as 1980 with today’s environment of massive derivatives exposure, distorted inflation metrics, and an inability to raise real interest rates without triggering systemic failure.
He then highlights infrastructure and supply chain realities, noting persistent silver production deficits, tightening retail availability, and a widening gap between physical markets in Asia and paper dominated exchanges in the West.
The cumulative implication is forward looking and sobering, namely that inflation risk, potential currency debasement, and physical scarcity point toward continued outperformance of precious metals with increasing economic consequences for savers, investors, and financial stability.
INTERVIEW TIMELINE:
0:00 Intro
1:15 Powell investigation
9:00 Taking profits in gold/silver?
11:55 Retail availability
13:00 2026 silver outlook
18:00 Asian silver pricing
20:43 CME margins raised