David Jensen

Research profile

David Jensen presents as a mining executive and precious metals analyst who writes on Substack and appears frequently on precious-metals/media channels. Across the supplied interviews he focuses on oil, gold, silver, inflation, and market structure, often framing developments through physical supply constraints rather than headline futures prices. He repeatedly emphasizes cracks between paper and physical markets, especially in crude oil, silver, and gold, and argues that those disconnects are increasingly visible.

Economic vision

Jensen’s recurring worldview is broadly macro-contrarian and monetary-system critical. He sees the global economy as having been shaped by decades of loose monetary policy, expanding debt, and asset-price distortion, producing an "everything bubble" in stocks, bonds, and real estate. He expects physical bottlenecks in energy and industrial inputs to trigger inflation, higher interest rates, and a disorderly repricing across financial assets. In his view, paper derivatives markets suppress true price discovery in oil and precious metals, but physical shortages and geopolitical shocks will eventually overwhelm that suppression. He is consistently bullish on physical gold and silver as monetary safe havens and as protection against a potential currency or debt-system reset.

Reliability notes

• Admin-validated speaker with linked X / Twitter profile.
• Preview built from 22 analyzed appearances.
• Latest tracked appearance: 2026-07-13 19:00.
• Most often seen on Liberty and Finance.