Palisades Gold Radio Jeff Phillips: Positioning For The Commodities Super-Cycle | Gold, Copper, Uranium & More
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Sep 24, 2025 Jeff Phillips, a seasoned investor and president of Global Market Development, shares insights from his 30 years in natural resources. He believes we may be entering a commodities super-cycle driven by under-exploration and geopolitical supply changes. Phillips emphasizes the importance of company structure and experienced management when investing in junior mining firms. He suggests focusing on commodities like gold, copper, and uranium, while avoiding politically unstable regions. His disciplined approach to high-risk investments offers valuable lessons for potential investors.
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Commodities Super-Cycle Thesis
- Jeff Phillips believes we may be entering a major commodities super-cycle driven by under-exploration and geopolitical shifts.
- He expects phases with pauses but sees structural drivers pushing long-term commodity demand higher.
Dollar Weakness Amplifies Metals
- Currency devaluation and under-investment both push commodity prices higher in dollar terms.
- Phillips frames gold gains as dollars losing purchasing power rather than gold intrinsically rising.
Don’t Enter Juniors Blindly
- Avoid casual exposure to juniors unless you understand the space and risks.
- If you want safety, prefer established producers or major royalties instead of early exploration juniors.