John Feneck, CEO of Feneck Consulting Group and an expert in precious metals, discusses the bullish outlook for gold with major banks predicting prices between $4,900 and $5,000. He highlights the breakout performance of gold miners and the value still found in junior miners. Feneck emphasizes critical minerals like tungsten and antimony due to supply chain concerns. His investment strategy blends value investing with technical analysis and he encourages quick engagement with company management for better insights on potential market movers.
36:00
forum Ask episode
web_stories AI Snips
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
insights INSIGHT
Big Banks Signal Gold Goes Mainstream
Major banks are now bullish on gold with price targets near $4,900–$5,000 for next year.
This institutional shift signals mainstream adoption of the gold bull thesis beyond niche investors.
insights INSIGHT
Producers Lead While Juniors Lag
GDX hit a new all-time high and producers have driven strong performance this year.
Junior miners (GDXJ) still trade well below their 2011–12 peak, implying material upside potential.
volunteer_activism ADVICE
Combine Technicals With Company Calls
Combine fundamentals and technicals: use RSI, support/resistance and company calls to time trades.
Hold with a one-to-three year bias and stay decisive about trimming positions when signals turn bearish.
Get the Snipd Podcast app to discover more snips from this episode
Stijn Schmitz welcomes John Feneck to the show. John Feneck is CEO Feneck Consulting Group. The podcast discussion centers on gold markets, investment strategies, and critical mineral opportunities. Feneck provides insights into the current gold market, noting that while there have been recent price fluctuations, major banks like Goldman Sachs, Bank of America, and HSBC are bullish, with price targets ranging from $4,900 to $5,000 for the next year. Discussing gold miners, Feneck highlights that the GDX ETF has broken out to new all-time highs, with producers like Newmont seeing significant growth. He believes junior miners still represent substantial value, with the GDXJ ETF trading well below its 2011-2012 peak. His investment approach combines value investing with technical analysis, focusing on a diversified portfolio of 60-70 stocks to manage risk. Feneck is particularly enthusiastic about critical minerals, especially tungsten and antimony, driven by geopolitical tensions and supply chain concerns. He sees significant opportunity in companies like Guardian Metals and Triumph Gold, which have strategic positions in these critical minerals. His investment philosophy emphasizes understanding company management, project fundamentals, and potential near-term catalysts. The conversation also touched on the challenges of mineral exploration and development, particularly in the United States, where permitting processes can take years. Feneck believes there's growing political momentum to accelerate critical mineral development, with initiatives like Trump's executive orders aimed at reducing dependence on Chinese mineral supplies. Through his consulting group, Feneck offers investment research services, including real-time updates, CEO interviews, and portfolio insights. He emphasizes the importance of active management, conducting extensive research, and maintaining flexibility in investment approach. His track record includes impressive returns, with his current portfolio up 118% for the year, demonstrating the potential of strategic investing in the mining and metals sector.
Palisades Gold Radio