In this episode, Rob Kientz joins Daniel Diaz at the Sovereign Coin Shop to break down the historic “Super Capital Rotation” happening right now. With Bank of America issuing a shocking $309 price target and Chinese premiums screaming “shortage,” the data suggests the retail herd hasn’t even arrived yet. They discuss why the Comex is panic-hiking margins, why refiners are “full” yet premiums are exploding, and the specific strategy you need to adopt now that ounces are becoming increasingly harder to obtain.
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