Palisades Gold Radio

Peter Grandich, a Wall Street veteran and founder of Peter Grandich & Company, dives into pressing economic and geopolitical issues. He discusses the potential fallout from Trump's tension with Fed Chair Powell and highlights a looming $50 trillion national debt crisis. Grandich warns of retirement and aging crises while emphasizing the rising influence of BRICS nations challenging US economic hegemony. He advocates for investment in precious metals and diversified mining stocks, sharing his insights on navigating today's tumultuous financial landscape.

In this discussion, Francis Hunt, a seasoned trader and founder of The Market Sniper, shares insights on the shifting economic landscape. He highlights the potential collapse of debt markets and the appeal of precious metals like gold and silver as capital preservation strategies. Hunt delves into the implications of rising interest rates, particularly in Japan, as the yen carry trade unravels. He warns about the vulnerabilities of the U.S. economy and the need for investors to reconsider traditional safe-haven assets, emphasizing the importance of personal custody in precious assets.

David Hunter, Chief Macro Strategist at Contrarian Macro Advisors, shares his extensive insights into the current economic landscape. He predicts a nearing melt-up phase before a significant market downturn, emphasizing the importance of gold as a hedge. Hunter discusses the precarious balance of investor confidence and the risks tied to rising debt and interest rates. He highlights the fragility of global economies, the effects of reshoring on commodity prices, and asserts that navigating these turbulent waters requires keen insight and a contrarian approach.

Trader Ferg, a full-time trader and author of the Trader Ferg Substack, shares his insights on undervalued commodities like platinum, gold, and uranium. He identifies a significant supply deficit in platinum and sees the rising demand, especially from Asia, as a crucial investment opportunity. Ferg emphasizes the importance of early positioning in tight supply-demand dynamics and balancing risk with potential rewards in portfolio management. He discusses the evolving energy needs in developing countries and their implications for long-term commodity investments.

Chase Taylor, a global macro strategist and editor at Pinecone Macro Research, shares his insights about the current economic landscape. He discusses how high deficit spending is keeping the economy resilient, challenging the notion of an impending recession. Taylor warns about the risks of fiscal dominance and the impact of high interest rates on small businesses versus the broader economy. He critiques reshoring and tariffs, stressing their potential complications and inflationary effects, while emphasizing the importance of the housing market as a key indicator.

Michael Green, Chief Strategist at Simplify Asset Management, dives deep into the influence of passive investing on market dynamics. He discusses how passive funds dominate the market, leading to an 'everything bubble' and critical disconnects from traditional valuations. Green analyzes the implications of regulatory changes, inflation dynamics, and technological disruptions on employment. He even likens today's market structure to a Ponzi scheme, raising eyebrows with his take on Bitcoin’s value in comparison to gold.

Jesse Felder, founder of The Felder Report and a sought-after financial analyst, shares his insights on the current market turmoil. He warns that the U.S. stock market is at its most overvalued since 1950, driven by a mere handful of stocks. Felder discusses the fading strength of the dollar, predicting it could lead to market corrections, and highlights newcomers to the energy sector. He emphasizes the inflationary pressures from demographic shifts and de-globalization, while advocating for gold as a critical asset in an uncertain financial landscape.

Edward Dowd, founder of Phinance Technologies and former Blackrock portfolio manager, dives into the looming recession driven by housing market issues. He highlights mass illegal immigration’s role in temporarily boosting the economy, masking vulnerabilities. Dowd predicts a housing-driven decline, echoing the 2008 crisis, with plummeting home sales and rising delinquencies. He also discusses the misrepresentation of inflation figures, encouraging focus on U.S. Treasury bonds and gold as safe investments during uncertain times.

Don Durrett, an author and founder of GoldStockData.com, explores the current landscape of gold and silver markets, highlighting a bull market that began in 2019. He warns of a looming recession tied to the unsustainable U.S. debt and inflation spikes. The conversation also touches on the potential surge in silver demand due to supply shortages and the adverse effects of new political decisions on mining permits. Don draws parallels to past economic struggles, emphasizing the importance of investor sentiment in these turbulent times.

Adrian Day, CEO of Adrian Day Asset Management, discusses the intricate balance of the current economic landscape. He critiques Trump's trade policies and their potential deflationary impact on inflation, while cautioning about the declining U.S. dollar's effects. The conversation delves into the shriveling buyer base for U.S. Treasuries, hinting at rising interest rates. Day argues that this may lead the Federal Reserve to return to quantitative easing, creating a bullish environment for gold. He also reveals trends in gold investments and the importance of understanding price versus value.