Palisades Gold Radio

In this engaging discussion, Christopher Whalen, an investment banker and economist, shares his insights on the evolving economic landscape. He highlights the early stages of a gold upcycle driven by central bank demand, while emphasizing the persistent challenges of inflation and U.S. debt. Whalen critiques the hype around AI in tech stocks, positioning gold as a stable measure of value. He also explores the limitations of alternative currencies like the BRICS settlement system, asserting that the U.S. dollar's dominance remains hard to shake off.

Dive into the booming uranium market as the discussion reveals its unique supply and demand dynamics. Demand is projected to skyrocket, driven by clean energy needs and electric growth. Challenges loom for major producers struggling to keep pace, while prices need to exceed $100 per pound to stimulate new projects. The conversation explores potential drivers like financialization and strategic stockpiling, as well as the future of reactor builds. With a bullish outlook, the recommendation leans towards building a diversified uranium portfolio.

Jay Martin, host of The Jay Martin Show and organizer of the Vancouver Resource Investment Conference, shares insights on the global economic landscape. He discusses why central banks are hoarding gold, citing dollar debasement fears and geopolitical unpredictability. As we exit an era of globalization, gold emerges as a key asset amidst rising inflation and state capitalism. Martin probes the growing competition between the US and China, the implications of de-dollarization, and the costly reshoring of supply chains that could reshape economies.

Doomberg, a sharp geopolitical and financial analyst known for his insights on energy and commodities, discusses pressing global issues. He views gold as a critical reserve asset amidst declining trust in Western financial systems. Doomberg argues that the EU faces dismantling due to energy challenges and ties this potential breakdown to the Ukraine conflict. He also challenges peak oil narratives, asserting that abundant hydrocarbons and technological advances will keep oil prices stable. His contrasting perspectives on US energy potential and global trade dynamics provide a compelling outlook.

In this engaging discussion, Don Durrett, an author and precious metals expert, shares his bullish outlook on gold, predicting prices could soar to between $6,000 and $8,000 due to impending instability in the U.S. bond market. He describes silver as the more volatile counterpart with targets of $100 to $150 per ounce, citing potential shortages. Durrett also emphasizes the importance of diverse investments and his unique approach to identifying 10-bagger mining stocks, making this conversation a treasure trove for investors in precious metals.

Josef Schachter, founder of Schachter Asset Management, is a renowned energy analyst focusing on oil, natural gas, and uranium markets. In an insightful discussion, he forecasts oil prices may dip to $56-$58 but expects a significant rebound around 2026 due to supply constraints. Schachter highlights Canada's energy potential and underlines the need for investment in infrastructure. Additionally, he presents the bull case for uranium, driven by underproduction and technological advancements, positioning it as a noteworthy investment opportunity.

In this engaging discussion, Doug Casey, bestselling author and founder of Casey Research, dives into the looming global monetary crisis. He believes gold and Bitcoin could emerge as key alternative assets amid government currency devaluation. Emphasizing investment in junior mining stocks, Casey introduces his 'nine p's' approach, highlighting the importance of management quality. He also discusses undervalued energy commodities like oil and uranium, advocating for a renewed focus on real assets in today's economy.

Stijn Schmitz engages with Michael Oliver, founder of Momentum Structural Analysis, known for his expertise in market cycles. They discuss an impending surge in gold and silver prices, with Oliver predicting gold could hit $8,000 and silver $100-$200. He warns of a potential 50% decline in the S&P 500, signaling a major shift towards commodities and real assets. Oliver also highlights the looming economic crisis, driven by high government debt and transformative changes in monetary policy, emphasizing the importance of strategic investments in precious metals and mining stocks.

Sven Carlin, a savvy value investor and publisher of Value Investing, shares his insights on navigating the tumultuous market. He warns of the risks in the gold market driven by speculation and suggests a cautious portfolio approach. Carlin highlights the overlooked sectors of agriculture and commodities, emphasizing long-term growth and steady dividends. He casts doubt on tech giants like NVIDIA, pointing to their fragile advantages. With a keen eye for inexpensive, quality investments, Carlin stresses the importance of patience and disciplined strategy in tumultuous times.

In this engaging discussion, Chris Vermeulen, Founder & Chief Investment Officer of The Technical Traders, shares his insights on the financial markets, particularly gold and commodities. He predicts a potential rally in gold, with projections reaching $5,100, while emphasizing the importance of following price trends over fundamentals. Vermeulen draws parallels to the 2007-2008 market cycle, noting gold's role as a warning sign for systemic stress. He also discusses the volatile landscape of oil, the strengthening US dollar, and his innovative asset revesting strategy.