Palisades Gold Radio
Podcast by Palisades Gold Radio
10
Lobo Tiggre: ‘Urgently Bullish’ on Gold, The Petro-Yuan & Why Uranium is ‘On Sale’
<p>Stijn Schmitz welcomes Lobo Tiggre to the show. Lobo Tiggre is the founder of the Independent Speculator. The discussion explores the current state of commodities markets, with a particular focus on precious metals, energy, and geopolitical dynamics. Tiggre provides a nuanced perspective on the gold market, emphasizing that despite recent volatility, the long-term outlook remains positive. He argues that gold trading around $4,500-$4,700 is still a strong position, and the current correction should be viewed with perspective. The fundamental drivers for gold remain intact, including de-dollarization trends and global economic uncertainties.</p> <p>Regarding silver and platinum group metals...
John Feneck: Massive Upside in Tungsten, ‘Buckle Up’ For Silver & $6000 Gold
<p>Stijn Schmitz welcomes back John Feneck to the show. John is CEO of the Feneck Consulting Group. In this in-depth discussion, Feneck shares insights into critical minerals, defense metals, and investment opportunities across various sectors.</p> <p>John is particularly bullish on tungsten, highlighting that China currently produces about 81% of the world’s tungsten supply, creating significant potential for Western mining companies. Feneck specifically recommends two companies as promising tungsten-focused investments. He notes the critical mineral space is receiving substantial government attention, with the US dedicating $112 billion to support critical mineral development.</p> <p>The geopolitical landscape, particularly tensions wi...
David Woo: Multi-Year ‘Proxy War’ in Iran & Why Gold Is No Longer a Safe Haven
<p>Stijn Schmitz welcomes a new guest to the show David Woo. David is a Macro Analyst and Former Wall Street strategist. In this wide-ranging interview, Woo provides insights into the current geopolitical and economic landscape, focusing on the ongoing conflict in the Middle East and its potential implications for global markets. Woo argues that the current war represents the first proxy conflict between the United States and China, with Iran playing a strategic role. He suggests that the conflict’s outcome could significantly impact global dynamics, particularly concerning oil trade and maritime control. Specifically, he highlights the potential for Ch...
Trader Ferg: The Most Overlooked Commodities of the Iran War, ‘Worst Time Possible’ For Fertilizer
<p>Stijn Schmitz welcomes back Trader Ferg to the show. Trader Ferg is a Full-time Trader & Author of the Trader Ferg Substack. In this wide-ranging discussion, Trader Ferg shares his insights on several critical commodity markets and geopolitical developments, focusing primarily on coal and corn as compelling investment opportunities. Regarding coal, Trader Ferg argues that the conflict in the Red Sea and disruptions to LNG infrastructure have created a structural shift that will drive thermal coal prices higher. He highlights the significant damage to LNG trains and the resulting long-term supply constraints, particularly for European energy markets. With European gas...
Gary Wagnar: ‘Ominous Sign’ for Gold, The Iran War & Gold Miners
<p>Stijn Schmitz your host welcomes Gary Wagnar to the show. Gary Wagnar is Executive Producer of TheGoldForecast.com. In this detailed discussion about gold markets, Wagnar provides a comprehensive technical analysis of current gold trading conditions, highlighting significant market movements and potential future trajectories. Currently, gold is experiencing notable volatility, with prices dropping below $5,000 per ounce.</p> <p>Gary emphasizes the importance of the 50-day moving average as a critical technical indicator, noting that breaking below this level suggests a potential pivot from a bullish to a bearish market trend. He attributes the recent price decline primarily to the...
Jeffrey Christian: $200 Oil ‘Is Possible’, Debts, Deficits and The New Role of Gold
<p>Stijn Schmitz welcomes Jeffrey Christian to the show. Jeff is the Managing Partner of the CPM Group. In this comprehensive discussion, Christian provides nuanced insights into the current state of precious metals, global economics, and geopolitical dynamics. Regarding gold, Christian argues that the market is in a long-term secular upward trend, with the current bull market potentially 60-70% through its cycle. He emphasizes that gold serves as a financial asset, a safe haven, and a portfolio diversifier.</p> <p>While acknowledging concerns about global deficits and debt, Christian suggests these issues are not as catastrophic as some analysts claim...
David Hunter: Demand For Commodities Will Go ‘Through The Roof’ | $20,000 Gold by Early 2030s
<p>Stijn Schmitz welcomes David Hunter to the show. David Hunter is Chief Macro Strategist with Contrarian Macro Advisors. David provides a comprehensive macro outlook that anticipates a significant market transformation in the coming years. He believes the current market is in the late stages of a 43-year secular bull market, with a potential melt-up phase that could see the S&P 500 reaching 9,500 by mid-year or Labor Day. However, he warns of an impending “bust” that could result in an 80% market decline, potentially worse than the 2008-2009 financial crisis.</p> <p>Hunter’s analysis suggests a complex economic landscape where initia...
Martin Armstrong: Expect ‘Dragged-Out’ War in Iran, Much Higher Oil Prices & $10,000 Gold
<p>Stijn Schmitz welcomes Martin Armstrong to the show. Martin Armstrong is CEO & Chairman of Armstrong Economics Ltd. In this wide-ranging interview, Armstrong provides deep insights into global geopolitical and economic dynamics, focusing on current international tensions, monetary systems, and future economic trends. Armstrong argues that the current geopolitical landscape is far more complex than many analysts understand, particularly regarding conflicts in the Middle East and potential global tensions. He emphasizes that the neoconservative movement has significantly influenced US foreign policy, often without fully comprehending the long-term consequences of their actions. He specifically critiques interventions in Iraq, Iran, and other...
Col. Douglas Macgregor: War Spiralling ‘Out of Control’ in Iran, Gold & Critical Minerals
<p>Stijn Schmitz welcomes Douglas MacGregor to the show. Douglas is a retired U.S. Army Colonel and Decorated Combat Veteran. In this in-depth discussion, MacGregor provides a critical analysis of the current geopolitical tensions in the Middle East, particularly focusing on the conflict involving Iran, Israel, and the United States. MacGregor argues that the current military strategy against Iran is fundamentally flawed, with no clear purpose or achievable end state. He suggests that the United States and Israel are attempting to destabilize Iran, but this approach is unlikely to succeed. The colonel emphasizes that Iran’s primary goal is si...
Adrian Day: ‘Absolutely’ Bullish on Gold & Why Oil is ‘Extremely Cheap’
<p>Stijn Schmitz welcomes back Adrian Day to the show. Adrian Day is the CEO of Adrian Day Asset Management and Manager of the EuroPacific Gold Fund. The discussion centers on the current state of gold, silver, and global commodities markets, with Day providing deep insights into current investment trends and opportunities. Day remains bullish on gold, citing historical market cycles and key buyers like central banks and Tether. He notes that central banks are actively diversifying away from the US dollar due to concerns about government profligacy and potential asset weaponization. The trend of dollar reserve reduction has been...
