John Rubino discusses the fundamental factors behind physical silver, a few recent silver and gold takeover deals, nuances around M&A transactions, and speculation on which companies could be bought out next.

Dave Kranzler joins me for a wide-ranging discussion on the truth and fiction in government macroeconomic numbers, what US stocks he is shorting, and what gold and silver stocks he is bullish on in the junior precious metals sector, and a whole lot more.