Silver’s Violent Liquidation: Is the Bottom In? With Guru David Morgan

Silver’s Violent Liquidation: Is the Bottom In? With Guru David Morgan

From Kerry Lutz's--Financial Survival Network by Kerry Lutz

March 25, 2026 · 45 min

About this episode

Kerry Lutz interviews David Morgan to discuss the recent sell-off in silver and gold, exploring market dynamics and future predictions.

In this episode, Kerry Lutz sits down with precious metals authority David Morgan of The Morgan Report to dissect the recent, dramatic sell-off in gold and silver. After silver hit a massive high of $120 earlier this year, it saw a violent 50% retracement. David explains the mechanics of this “liquidation phase,” the role of the futures market, and why he believes a massive supply-demand squeeze is still on the horizon. Key Discussion Points: * The “Violent Liquidation” Phase: Why silver plummeted from $120 to the $60-$70 range and why this is a natural market correction after a 140% run in 2025. * The Dollar vs. Metals: How the “higher for longer” interest rate environment briefly repositioned gold and silver as rate-sensitive assets rather than crisis hedges. * Physical Supply Reality: David breaks down why the “60 billion ounces mined” statistic is misleading, noting that half of all silver ever mined is lost in landfills or industrial waste. * The Mexico Factor: A look at the geopolitical risks in Mexico, the world’s largest silver producer, including the influence of cartels and the potential for nationalization. * Future Outlook: David predicts a period of consolidation…

People in this episode

Host: Kerry Lutz

Guest: David Morgan

Topics covered

  • silver market
  • gold market
  • liquidation phase
  • supply-demand dynamics
  • geopolitical risks
  • future outlook

Keywords

  • silver liquidation
  • gold price
  • market correction
  • supply-demand squeeze
  • geopolitical risks
  • industrial demand

Mentioned in this episode

Organizations: The Morgan Report

Places: Mexico

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