What David Morgan is saying
Publisher, The Morgan Report
3 dated public stances tracked since 2025-08-27, most recently 2025-10-09. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of David Morgan's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. David Morgan is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-10-09
GOLD
bullish
Wealthion · video
Royalty and streaming companies are the optimal equity vehicle for precious metals exposure because they capture leveraged upside without the reserve-replacement treadmill that caps returns for the mega-miners like Barrick and Newmont
“70% is suggested to go into top-tier cash-rich unhedged mining companies, primarily the royalty and streaming companies”
90d +12.0% · 180d +18.2%
Silver Hits All-Time Highs! Why Top Experts Say This Is Just the Beginning
2025-10-09
SILVER
bullish
Wealthion · video
Retail investors now hold over 2 billion of 3.6 billion above-ground ounces, meaning they — not bullion banks — control the physical market, creating a potential GameStop-like short squeeze as monetary demand re-emerges alongside persistent structural supply…
“the lion's share of the silver market is held by retail, not by the banks”
90d +58.7% · 180d +47.5%
Silver Hits All-Time Highs! Why Top Experts Say This Is Just the Beginning
2025-08-27
long SILVER / short GOLD
ratio
Wealthion · video
Silver will far outpace gold as the investment mania broadens because silver's affordability attracts mass retail participation and its market is 50x smaller than gold's, making the price response to equivalent inflows exponentially larger
“Silver is much more affordable than gold... it will far outpace the gold market at some point”
90d +5.9% · 180d +38.2% · 1y +22.1%
David Morgan: $50 Silver Breakout & GameStop-Style Short Squeeze Ahead
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