Palisades Gold Radio

Bob Coleman, a Registered Investment Advisor and founder of Idaho Armored Vaults, shares his insights on the precious metals market. He discusses the recent surge in silver prices, attributing it to geopolitical events and high short positions. Coleman highlights the growing interest from high-net-worth individuals in precious metals as an economic hedge, despite overall weak retail demand. He also explores platinum's rising value amid supply constraints and the implications of Basel III regulations on market activity. The conversation emphasizes physical ownership over derivatives for stability.

In this engaging conversation, veteran financial strategist Greg Weldon shares insights from his 40 years in global markets. He discusses the alarming $54 trillion in U.S. debt and the implications of a macro event horizon, predicting that foreign buyers will shy away from Treasuries. Weldon highlights inflation risks, particularly in food and services, and suggests that the Fed may prioritize debt deflation over inflation control, leading to further dollar depreciation. He also touches on the shifting dynamics in global investments, including the growing allure of gold and Bitcoin.

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research and former Fed Insider, shares her insights on the looming recession, emphasizing that job losses are signaling economic trouble. She critiques the Federal Reserve for overlooking significant data and political influences affecting monetary policy. Danielle discusses the strain on consumers from student loan forbearance and credit constraints. She urges investors to prioritize safety and advocates for community support during these financially challenging times.

Ronald Stöferle, a researcher and fund manager at Incrementum, discusses gold's evolving role as a critical asset, particularly in emerging markets like Saudi Arabia and China. He highlights that gold is now in a 'public participation phase' of its bull market cycle, driven by increasing acceptance in investment portfolios. Stöferle also differentiates between 'safe haven gold' and 'performance gold,' indicating the rising interest from institutional investors. He confidently predicts gold could reach $4,800 per ounce by the decade's end amid growing skepticism of traditional finance.

In this engaging discussion, Tony Greer, a trader and editor of The Morning Navigator, sheds light on the chaotic landscape of global markets. He highlights gold's pivotal role amidst rising inflation and changing market dynamics, cautioning about potential vulnerabilities. The implications of Japan's bond yield surge signal possible central bank shifts, while oil prices remain surprisingly stable despite geopolitical tensions. Greer also examines shifting trends in energy stocks and the ongoing impact of tariffs on consumer prices, painting a comprehensive picture of market uncertainty.

In this conversation, Chris Whalen, an investment banker and author of 'Inflated: Money, Debt, and the American Dream', shares insights on the current financial landscape. He discusses the Federal Reserve’s monetary policies and their impact on inflation and the housing market. Whalen critiques Congress’s fiscal inefficiencies and warns of the dangers of national debt and speculative investments in cryptocurrencies. He advocates for gold as a hedge against inflation while examining the U.S. dollar's dominance in global markets.

David Skarica, a savvy investor and founder of Profit from Pessimism.com, dives into themes from his book, discussing the looming threats posed by excessive debt and government overspending. He warns of a potential debt crisis, especially in the U.S., Japan, and emerging markets. Skarica advocates investing in precious metals as safeguards against inflation and shares insights on undervalued stocks, particularly in India and Argentina. He also explores cautious optimism towards green energy and expresses skepticism about cryptocurrencies, emphasizing their volatility.

Lyn Alden, founder of Lyn Alden Investment Strategy, specializes in investment research blending engineering and finance. She dives into the complexities of U.S. trade deficits and the dollar's role as a global reserve currency, explaining how this creates economic challenges. Alden discusses the U.S.'s reliance on foreign investment and contrasts it with India’s long-term growth approach. She critiques fiscal dominance impacting the Fed's inflation control and warns of tariffs’ economic repercussions, all while emphasizing a potential shift towards gold and away from dollar reliance.

Brett Heath, CEO of Metalla Royalty and Streaming, boasts over two decades in the royalty sector and has built significant value through the royalty model. He discusses the robust demand for gold driven by macroeconomic shifts and central bank diversification, emphasizing the undervaluation of gold equities. Brett also reveals emerging market economies are decreasing U.S. treasury holdings while accumulating gold. He suggests that the time is ripe for investors to consider high-quality gold assets and notes silver’s potential for a rebound despite currently lagging behind.

Michael Gentile, co-founder of Bastion Asset Management and a strategic investor in junior mining, discusses the misalignment between soaring gold prices and undervalued mining stocks. He reveals that despite gold's tripling since 2018, mining stocks remain low, presenting an attractive investment opportunity. Gentile emphasizes historical trends of rebound after periods of negative sentiment and highlights strong industry fundamentals, including rising margins and central bank demand. His insights urge investors to seize the moment in a sector poised for growth amidst economic uncertainty.