***Full broadcast goes out live at 1p.m. for Arcadia Economics viewers.***
Minimal visuals, Works as a podcast.
Reports discussed are included at bottom.
TD report has some decent commentary also
Enjoy
Arcadia Economics Overview:
Vince touches on several extremely current and developing situations for Silver.
First up is an Arcadia exclusive walkthrough of the most recent bank report on Silver by CitiBank followed by Vince's elaboration on that analysis from a seasonal perspective.
Next he gets into the supply deficit in above ground Silver and how buyers are scrambling to cover their needs clandestinely. This entails understanding one major difference between Silver and most other metals. The demand side is too reliant on above ground recovery to cover shortfalls.
After this our correspondent notes the slow but steady ramp up in IMF rhetoric in Gold remonetization and how that will affect Silver.
Finally he goes over the main points coming out of the London Precious metals mining conference as covered by RBC
On a more light-hearted note "old people glasses" are then discussed in a humorous close to the broadcast.
