Trader Ferg: Why Platinum Will Go ‘An Awful Lot Higher’ & Silver Intervention Just Weeks Away

Stijn Schmitz welcomes Trader Ferg to the show. Trader Ferg is Full-time Trader & Author of the Trader Ferg Substack. Trader Ferg provides a comprehensive analysis of the precious metals market, with a particular focus on platinum group metals (PGMs). He highlights the significant developments in the platinum market, notably China’s launch of new futures contracts and their strategic cornering of above-ground platinum inventories. Ferg estimates that approximately 85% of global platinum inventories are now held in China, creating a potential supply deficit that could drive prices significantly higher. They also explore the complex dynamics of platinum, rhodium, and other PGMs. Ferg challenges the narrative that electric vehicles will dramatically reduce demand for catalytic converters, arguing that hybrid vehicles actually require more catalytic converter material. Ferg also sees substantial potential in rhodium, having invested 5% of his net worth in the metal and believing it could experience another substantial price surge. Expanding to the broader precious metals complex, Ferg discusses the evolving market dynamics for gold, silver, and other commodities. He emphasizes the increasing importance of physical delivery markets, particularly in China, and the potential breakdown of paper trading markets. Ferg has an optimistic outlook on precious metals, driven by fundamental supply-demand imbalances, central bank buying, and increasing physical demand. His investment approach focuses on finding asymmetric opportunities in overlooked or undervalued sectors. He looks for markets with limited supply responses, consolidated industries, and fundamental misunderstandings about long-term demand. Beyond precious metals, he shows interest in energy services, offshore drilling, and tin production. Timestamps: 00:00:00 – Introduction 00:01:11 – Platinum Bull Drivers 00:02:41 – Chinese Futures Premiums 00:03:40 – Physical Market Shift 00:07:47 – Sponsor Break 00:08:36 – Supply Constraints Analysis 00:14:57 – Demand Surge Factors 00:16:38 – Rhodium Investment Case 00:20:37 – PGM Future Outlook 00:22:33 – Basement Trade Debate 00:26:32 – Silver Physical Crunch 00:33:01 – Gold Portfolio Role 00:39:20 – Other Commodity Setups 00:48:18 – Substack and Wrap Up 00:49:03 – Concluding Thoughts Guest Links: Substack: https://traderferg.substack.com/ X: https://x.com/trader_ferg Trader Ferg is a Full-time trader for going on 8+ years now. He has a habit of hanging out in hated corners of the market that are considered uninvestable. He enjoys sharing his research and thoughts about possible trades and markets.

Stijn Schmitz welcomes Brett Rentmeester to the show. Brett is the Founder of WindRock Wealth Management. Their conversation centers on the current economic landscape, highlighting critical challenges facing the global financial system, particularly the United States. Rentmeester argues that the economy has fundamentally changed since the mid-1970s, when the dollar decoupled from gold. Since then, the economic system has relied increasingly on debt and money printing, creating an unsustainable financial structure. He points to several systemic issues, including declining real wages, skyrocketing costs in healthcare and education, and massive government debt that is increasingly difficult to service. Stijn explores potential scenarios for economic transformation, presenting two primary paths: proactive systemic change or a potential catastrophic reset. Brett suggests we are in a “fourth turning” moment—a generational shift where existing institutions are losing public trust and facing potential fundamental restructuring. A key theme is the potential return to “sound money,” potentially through tokenized gold, cryptocurrency, or a new monetary system backed by hard assets. Brett believes there’s a significant likelihood of monetary reimagination within the next five to ten years, driven by increasing public dissatisfaction with current economic structures. For individual investors, he recommends a diversified approach: maintaining investments in traditional assets while also acquiring hard assets like gold, silver, and real estate. The strategy involves having “one foot in the existing system and one foot out,” preparing for potential significant economic disruption. Regarding potential global conflict, Rentmeester hopes for a collaborative reset rather than a destructive war cycle, emphasizing the importance of proactive monetary reform. His overall message is one of cautious preparation, understanding that while the current system faces significant challenges, there are potential pathways to a more stable economic future. Timestamps: 00:00:00 – Introduction 00:01:03 – Times of Great Change 00:02:33 – Debt Saturation Discussion 00:04:33 – Cracks in Society 00:08:11 – Demographic Challenges 00:11:16 – Fiat Money Creation 00:12:31 – Gold Standard History 00:14:00 – Central Banks Gold Buying 00:15:38 – Crony Capitalism Critique 00:16:44 – US Debt Mathematics 00:20:50 – Why Now Inflection 00:24:56 – Future Paths Outlined 00:28:42 – Global Power Shifts 00:42:03 – Portfolio Construction Strategies Guest Links: Website: https://windrockwealth.com/ LinkedIn: https://www.linkedin.com/in/brettrentmeester/ Brett Rentmeester founded WindRock Wealth Management to bring tailored investment solutions to investors seeking an edge in an increasingly uncertain world. Mr. Rentmeester is a veteran and entrepreneur in the investment business. Through his career, including as a co-founder of Altair Advisers and manager at Arthur Andersen, he was a trusted confidant for business owners, entrepreneurs and family offices. His entrepreneurial spirit led him to create and build a number of successful companies in the financial services industry through partnership with the Jaggi Family Office, where he serves as the Chief Investment Officer. Throughout his career, he has focused on the importance of strong relationships, strategic thinking, and an expertise in alternative investments. Mr. Rentmeester’s media appearances include appearances on the PBS Nightly Business Report program, the Chicago Tribune, and the World Presidents’ Organization. He graduated magna cum laude from the University of Arizona with a degree in Finance and earned his MBA from Northwestern’s Kellogg Graduate School of Management. He has been a multiple-year recipient of the Chicago Magazine Five Star Wealth Award, is a Chartered Financial Analyst charterholder (CFA®) and has the Chartered Alternative Investment Analyst designation (CAIA®).

Stijn Schmitz welcomes Ross Beaty to the show. Ross Beaty is a Renowned Geologist, Serial Mine Builder & Conservation Advocate. Beaty provides a comprehensive overview of the current gold market and mining industry landscape. He suggests that while gold is currently at record highs around $4,300, the market still has potential for growth, driven by strong macro and supply-demand fundamentals. Beaty anticipates a wave of new gold mine production in 2025-2027 that might eventually dampen prices, but remains optimistic about the sector’s near-term prospects. Drawing from his extensive experience building successful mining companies like Pan American Silver and Equinox Gold, Beaty emphasizes the importance of understanding specific commodity dynamics and investing in projects with significant scale and potential. He highlights the critical factors for successful mining investments, including geological potential, project location, commodity demand-supply fundamentals, and management quality. Beaty candidly discusses the mining industry’s inherent risks, noting that even well-planned projects can face unexpected challenges from geological complexities, political instability, community tensions, and volatile metal prices. He advocates for diversification and strategic portfolio management, as demonstrated by Equinox Gold’s recent divestment of Brazilian assets to focus on tier-one projects and manage debt. Beyond his mining endeavors, Beaty is deeply committed to environmental conservation through his philanthropic work. Timestamps: 00:00:00 – Introduction 00:00:58 – Gold Bull Market Phase 00:03:04 – Exploration Under-Investment 00:05:09 – Lessons from Past Cycles 00:06:40 – Investment vs Mining Differences 00:09:49 – Ross’s Company Categories 00:11:40 – Spotting Special Projects 00:13:20 – Project Evaluation Criteria 00:16:28 – Commodity Fundamentals Analysis 00:21:30 – Common Mining Pitfalls 00:23:00 – Growth and Debt Risks 00:24:05 – Industry Dilution Problems 00:26:30 – Equinox Brazil Divestments 00:29:10 – Future Plans Philanthropy 00:30:23 – Concluding Thoughts Guest Links: Website: https://www.equinoxgold.com Foundation: https://sitkafoundation.org Ross Beaty is a renowned Canadian geologist, mining entrepreneur, and philanthropist with over 50 years of experience in the international minerals and renewable energy sectors. Born in Vancouver in 1951 to a forestry entrepreneur father and a teacher mother, Beaty earned degrees in geology and law from the University of British Columbia, followed by an MSc in geology from Imperial College London. His career began in the 1970s, blending scientific expertise with business acumen to build a legacy of resource innovation. Beaty founded Pan American Silver Corp in 1994, where he serves as Chair Emeritus, growing it into a global leader in silver production. He is currently Chair of Equinox Gold Corp’s Board of Directors, a position he has held since its inception in 2017. Over four decades, he has founded and divested more than a dozen public companies, including Equinox Resources (sold in the 1990s) and Alterra Power Corp, a clean energy firm, generating an estimated $6 billion in shareholder value. A former President of the Silver Institute in Washington, DC, Beaty is a Fellow of the Geological Association of Canada, Society of Economic Geologists, and Canadian Institute of Mining. Beyond business, Beaty is a passionate environmental advocate. He co-founded and presides over the Sitka Foundation, focusing on biodiversity conservation in British Columbia through strategic grants and impact investing. He chairs the BC Parks Foundation, serves as a director for Panthera and the Pacific Salmon Foundation, and is Patron of the Beaty Biodiversity Centre at UBC. His accolades include induction into the Canadian Mining Hall of Fame (2018), the Order of Canada (2017), and an honorary Doctor of Laws from UBC (2018). An optimist at heart, Beaty champions a shift from consumerism to conservation. Married to physician Trisha Beaty, he enjoys beekeeping, cider production, and sea kayaking in Howe Sound. His journey from mining magnate to green evangelist exemplifies resilient entrepreneurship.

Stijn Schmitz welcomes Lobo Tiggre to the show. Lobo Tiggre is Author and Founder of the Independent Speculator Founder and CEO of Louis James LLC. The conversation explores the current state of precious metals and broader commodity markets, with Tiggre offering a nuanced perspective on the ongoing bull market. While gold has reached impressive heights, hitting over $4,000 and silver surpassing $66, Tiggre believes the market is not yet at its peak. He anticipates a potential consolidation period similar to previous market cycles, which could provide opportunities for investors who missed earlier entry points. Tiggre highlights significant macroeconomic factors driving precious metals, including widespread inflationary pressures, central bank gold buying, and a potential reallocation of investment portfolios towards gold. He notes interesting developments like Tether’s substantial gold purchases, which exceed those of many central banks, and increasing institutional interest in gold as a hedge. Regarding other commodities, Tiggre is particularly bullish on copper, citing constrained supply and growing demand from various sectors including technology and population growth. He remains cautious about oil, lithium, and nickel, waiting for more compelling value propositions. On the potential for a market rotation into precious metals during an economic downturn, Tiggre believes such a scenario is possible but warns that sudden market crashes could temporarily impact even safe-haven assets. He advocates for maintaining liquidity to capitalize on potential market overreactions, emphasizing the importance of being prepared to invest when opportunities arise. Tiggre’s investment philosophy centers on seeking conservative, value-driven opportunities rather than chasing momentum. He suggests investors should be patient, avoid FOMO, and be ready to act when market conditions create genuine value propositions. His overall outlook remains constructive on precious metals, with an expectation of continued long-term growth driven by fundamental economic shifts. Timestamps: 00:00:00 – Introduction 00:01:04 – Precious Metals Bull Outlook 00:03:13 – Inflationary Macro Pressures 00:06:32 – Central Bank Gold Buying 00:08:47 – Retail ETF Flows 00:09:46 – Tokenized Gold Demand 00:15:28 – Silver Physical Crunch 00:19:53 – Mining Stocks Value 00:29:38 – Base Metals Opportunities 00:35:51 – Oil Market Analysis 00:40:15 – Nickel Supply Challenges 00:42:55 – Recession Fears Discussion 00:47:16 – Capital Rotation to Metals 00:51:31 – Concluding Thoughts Guest Links: Website: https://independentspeculator.com X: https://x.com/duediligenceguy Facebook: https://www.facebook.com/louis.james.965580/ LinkedIn: https://www.linkedin.com/in/lobotiggre/ Lobo Tiggre, aka Louis James, is the founder and CEO of Louis James LLC, and the principal analyst and editor of IndependentSpeculator.com. He researched and recommended speculative opportunities in Casey Research publications from 2004 to 2018, writing under the name “Louis James.” While with Casey Research, he learned the ins and outs of resource speculation from the legendary speculator Doug Casey. Although frequently mistaken for one, Mr. Tiggre is not a professional geologist. However, his long tutelage under world-class geologists, writers, and investors resulted in an exceptional track record. A fully transparent, documented, and verifiable track record is a central feature of the IndependentSpeculator. Mr. Tiggre will put his own money into the speculations he writes about, so his readers will always know he has “skin in the game” with them.

Stijn Schmitz welcomes back John Feneck to the show. John is CEO Feneck Consulting Group. They discuss the current state of precious metals markets, focusing on the remarkable performance of gold and silver in 2023. Gold has risen over 68% year-to-date, while silver has surged 125%, creating significant excitement in the sector. Feneck attributes the rally to weakening US labor market data and potential shifts in Federal Reserve policy. He notes growing interest from financial advisors and investors in precious metals equities, with his own business seeing a 300% increase in inbound inquiries since September 2022. Despite the impressive gains, the precious metals sector remains incredibly small, representing less than 1% of the overall market. The discussion highlights promising investment opportunities in mining and critical mineral sectors. He also emphasizes the importance of quality management, long-term industry experience, and strategic project locations when evaluating potential investments. Beyond traditional gold and silver, Feneck is bullish on critical minerals like tungsten, citing companies such as Guardian Metals as potential future performers. His investment approach prioritizes flexibility, with current positions including a 16-17% allocation to silver and strategic investments in junior mining and exploration companies. Feneck’s investment philosophy centers on thorough research, attending conferences, maintaining consistent communication with company leadership, and employing a disciplined approach to buying and selling based on technical indicators like RSI and fundamental company developments. Timestamps: 00:00:00 – Introduction 00:01:06 – 2024 Precious Metals Rally 00:02:16 – Economic Data Driving Surge 00:03:14 – Sector Rotation to Gold 00:04:45 – Investor Interest in Equities 00:06:34 – Silver Price Breakout Analysis 00:08:55 – Mining ETFs and Value 00:10:51 – Developer Mining Opportunities 00:15:12 – Acquisition Target Discussions 00:18:32 – Portfolio Allocation Strategies 00:21:33 – Critical Minerals Investments 00:25:27 – Royalty Model and Quality 00:29:29 – Conferences and Profit Taking 00:34:36 – Concluding Thoughts Guest Links: X: https://x.com/feneckconsult YouTube: https://youtube.com/feneckcommoditiesreport LinkedIn: https://www.linkedin.com/company/feneckcommoditiesreport E-Mail: mailto:[email protected] Website/Newsletter: https://www.feneckconsulting.com/ Conference: https://topshelf-partners.com John’s upcoming conferences: May 17-19, 2026 at Grand Hyatt, Washington, DC and May 20-22, 2026 at Four Seasons, Fort Lauderdale, FL on the oceanfront Details to come: https://topshelf-partners.com/ Tickers discussed in this episode: Guardian Metal GMTLF, NexGold NXGCF, Norsemont Mining NRRSF, Silver47 Exploration AAGAF, US Gold USAU, ETFs: GDX, GDXJ, SIL, SILJ John Feneck is CEO of Feneck Consulting Group. He began his career in 1992 as an equity analyst for Merrill Lynch’s global allocation fund. From 1993 to 2019 he held senior executive roles at Merrill Lynch Funds (now BlackRock) and J.P. Morgan Chase Funds, where he ranked #1 in gross and net sales once at Merrill Lynch and three times at J.P. Morgan (among 40 peers).Since 2017 he has contributed articles to Kitco—becoming a regular contributor in 2021—and has appeared as a featured guest. He’s delivered over 250 client seminars and webinars, spoken at 12 global commodities events, and in 2017 joined Sprott’s precious metals portfolio-management team. There he developed a proprietary methodology combining technical analysis with direct insights from company management, advocating a “go anywhere” strategy and a diversified portfolio of 25–50 resource stocks to navigate the sector’s volatility. In September 2019 he founded Feneck Consulting Group, helping small- and mid-cap metals and mining companies raise brand awareness and advising high-net-worth advisors on market opportunities and risks. He holds Series 7, Series 63, CMFC and CIMA Level 1 certifications (though he is not a licensed advisor) and focuses on consulting. Based in Scottsdale, AZ, he’s a single dad to an 11-year-old daughter and spends weekends as a professional musician, athlete and traveler.

Stijn Schmitz welcomes Joel Salatin to the show. Joel Salatin is self described Christian Libertarian Environmentalist Capitalist Lunatic Farmer. The episode explores current trends and challenges in agricultural commodities, with a particular focus on beef, poultry, and farming practices. Salatin discusses the significant challenges facing the beef industry, including a severe drought in the southern United States, an aging farming population, and high entry costs for young farmers. The US beef cattle herd is currently at its lowest point since 1950, despite population doubling. This, combined with dietary trends like paleo and keto diets, has created unprecedented market pressure on beef prices. The conversation delves into the problematic nature of industrial farming practices. Salatin critiques the current agricultural system, highlighting how it has pushed biological systems beyond their natural capacity. He emphasizes the importance of creating habitats that allow animals to express their natural characteristics, contrasting this with large-scale industrial farming approaches. A key trend Salatin sees emerging is the “homestead tsunami” – a growing movement of small-scale farming and backyard food production. In 2020 alone, two million backyard chicken flocks started in the US. He believes this smallholder revolution could gradually challenge the industrial agricultural complex, aided by improved distribution logistics and direct-to-consumer online marketing. Regarding his own farm, Polyphase Farm, Salatin explains their approach of diversification and ecological farming. They focus on perennial systems, extensive composting, and creating a farm with multiple economic enterprises. The farm now supports 22 full-time employees and includes a stewardship program to launch young farmers. Salatin predicts future challenges including water scarcity, increasing veterinary problems in livestock industries, and continued pressure from industrial farming models that exceed their efficiency. However, he remains optimistic about the potential for small-scale, ecologically sound farming practices to create meaningful change in agricultural production. Timestamps: 00:00:00 – Introduction 00:01:10 – Beef Price Surge Drivers 00:07:52 – Understanding Cattle Cycles 00:13:54 – Incentivizing Young Farmers 00:16:24 – Intensive Grazing Advantages 00:24:17 – Soybean Bailouts Critique 00:28:59 – Market Consolidation Fragility 00:34:18 – Genetics Impact on Fertility 00:41:27 – Fertilizer Supply Dynamics 00:54:51 – Wheat Market Fluctuations 00:56:44 – Poultry Price Pressures 01:09:06 – Future Agriculture Trends 01:16:31 – Polyface Farm Overview 01:19:50 – Concluding Thoughts Guest Links: Website: https://www.thelunaticfarmer.com Instagram: https://www.instagram.com/polyfacefarm X: https://x.com/JoelSalatin Joel Salatin, 68, dubs himself a Christian libertarian environmentalist capitalist lunatic farmer. Admirers hail him as the world’s most famous farmer, the high priest of the pasture, and Virginia’s most eclectic thinker since Thomas Jefferson. Detractors label him a bio-terrorist, Typhoid Mary, charlatan, and starvation advocate. Armed with high school and college debate trophies, 16 published books, and a thriving multi-generational family farm, Salatin draws on decades of food, farming, and fantasy to captivate global audiences. Equally at home herding cows or keynoting for Wall Street CEOs, he covers profitable regenerative farming techniques alongside cultural debates like orthodoxy versus heresy.A master wordsmith, he shifts crowds from laughter to tears, frustration to hope, earning frequent standing ovations. He calls his talks “performances,” thriving on Q&A interaction: “I love the interaction,” he says. Salatin co-owns Polyface Farm in Swoope, Virginia—showcased in Michael Pollan’s New York Times bestseller Omnivore’s Dilemma and the award-winning documentary Food, Inc. The operation serves over 5,000 families, 10 restaurants, and five retail outlets with innovative products like salad bar beef, pigaerator pork, pastured poultry, and forestry goods. It ships nationwide, blending local roots with scalable business reach. When not speaking, Salatin farms hands-on, mentoring youth, inspiring visitors, and championing regenerative food systems. He’s editor of The Stockman Grass Farmer, the grass farming movement’s foundational voice, and pens columns like “Confessions of a Steward” for Plain Values magazine, “Homestead Abundance” for Homestead Living, pieces for Homesteaders of America, and monthly contributions to Manward e-magazine. His blog, Musings from the Lunatic Farmer, and co-hosted podcast BEYOND LABELS with Dr. Sina McCullough, extend his influence. A staple on radio and podcasts for preppers, homesteaders, ecological farmers, and foodies, Salatin blends practical, can-do entrepreneurial solutions with passionate sustainability advocacy.

Stijn Schmitz welcomes Michael Oliver to the show. Michael Oliver is Momentum Structural Analysis MSA. In this detailed discussion, Oliver provides a comprehensive analysis of the current precious metals market, highlighting significant technical breakouts and potential future movements. Oliver emphasizes a critical technical shift occurring in the gold market, particularly in its performance relative to the S&P 500. He notes that gold has broken out of a long-standing trading range, signaling the beginning of a potentially multi-year bull market. This breakout suggests that gold is poised to outperform the stock market, with potential gains far beyond current expectations. The conversation takes an especially bullish turn when discussing silver. Oliver predicts an extraordinary surge in silver prices, potentially reaching $200 by the second quarter. He bases this projection on historical precedents of commodities breaking out of long-term trading ranges, such as copper and lead, which experienced rapid price appreciation after decades of stagnation. Oliver also highlights the potential for gold and silver mining stocks, arguing that they are currently undervalued and positioned for significant growth. He suggests that miners could potentially double in relative value to gold while simultaneously benefiting from rising precious metals prices. The broader commodity complex is another area of interest for Oliver. He sees a potential asset class shift favoring commodities over traditional paper markets, recommending investors consider commodity-related stocks in sectors like agriculture, oil, and base metals. 00:00:00 – Introduction00:01:05 – Gold’s Bull Market Outlook00:01:41 – Gold vs S&P Spread Breakout00:04:43 – Spread Charts Predictive Power00:08:37 – Silver’s Leadership in Bull Market00:09:55 – Silver vs Gold Ratio Breakout00:13:40 – Silver Historical Projections00:17:00 – Comparisons to Copper and Lead00:23:45 – Miners vs Gold Spread Analysis00:28:30 – Miners vs S&P Performance Shift00:31:10 – Other Commodities Investment Opportunities00:33:40 – Momentum Structural Analysis Overview00:34:45 – Concluding Thoughts Guest Links: Website: http://www.olivermsa.com/ X: https://twitter.com/Oliver_MSA Amazon Book: https://tinyurl.com/y2roa7p5 Email: mailto:[email protected] Email MSA above, and they will send you this week’s report for free, which covers many of the topics from this interview. J. Michael Oliver entered the financial services industry in 1975 on the Futures side, joining E.F. Hutton’s International Commodity Division, headquartered in New York City’s Battery Park. He studied under David Johnston, head of Hutton’s Commodity Division and Chairman of the COMEX. n the 1980s, Mike began to develop his proprietary momentum-based method of technical analysis. He learned early on that orthodox price chart technical analysis left many unanswered questions and too often deceived those who trusted in price chart breakouts, support/resistance, and so forth. In 1987 Mike technically anticipated and caught the Crash. It was then that he decided to develop his structural momentum tools into a full analytic methodology. In 1992, the Financial VP and head of Wachovia Bank’s Trust Department asked Mike to provide soft dollar research to Wachovia. Within a year, Mike shifted from brokerage to full-time technical analysis. He is also the author of The New Libertarianism: Anarcho-Capitalism.

Stijn Schmitz welcomes Florian Grummes to the show. Florian Grummes is Founder & Managing Director of Midas Touch Consulting. In this comprehensive interview, Grummes provides an in-depth analysis of the current precious metals market, focusing on gold, silver, and broader economic trends. Grummes argues that the fundamental driver of the precious metals bull market is the ongoing destruction of fiat currency’s purchasing power through continuous money printing. He believes we are in the “end game” of the current monetary system, with central banks forced to continuously expand the money supply to prevent economic collapse. This process is leading to significant inflation and eroding people’s trust in traditional currencies. Regarding gold, Grummes sees a bullish trajectory, with potential targets ranging from $5,000 to potentially $15,000. He notes that gold has been in a secular bull market since 2001 and is now accelerating. The recent price action, including central bank buying and physical demand from countries like China, supports this optimistic outlook. He anticipates “real fireworks” in January, with a potential move towards $5,000. Silver is even more exciting for Grummes. After breaking the critical $50 resistance level after 45 years, he believes silver could reach $72 in the short term and potentially $100 or higher in the coming years. He describes silver’s current movement as a “violent” breakout with significant upside potential. The discussion also touched on other precious metals like platinum, which Grummes considers undervalued, and emerging trends like tokenized precious metals. He sees tokenization as a potential future for more liquid and transferable metal investments. Regarding mining stocks, Grummes believes there is still significant upside, particularly for larger producers and junior miners. He advises patience and buying during dips, noting that the best is yet to come in the sector. Timestamps: 00:00:00 – Introduction 00:01:04 – Christmas Rally Drivers 00:02:36 – Bull Market Fundamentals 00:04:44 – Fiat Currency Destruction 00:13:44 – Hyperinflation Proximity 00:15:41 – Central Bank Buying 00:19:55 – Gold Short-Term Outlook 00:23:50 – Crack-Up Boom Thesis 00:27:00 – Silver Price Targets 00:32:10 – Platinum Investment Case 00:35:44 – Tokenized Precious Metals 00:41:14 – Mining Stocks Opportunities 00:47:52 – Oil Sector Potential 00:51:34 – Concluding Thoughts Guest Links: Website: https://www.midastouch-consulting.com LinkedIn: https://www.linkedin.com/in/floriangrummes/ X: https://twitter.com/FlorianGrummes Substack: https://substack.com/@midastouchconsulting Seeking Alpha: https://seekingalpha.com/author/florian-grummes Telegram: https://t.me/MidasTouchConsulting Facebook: https://www.facebook.com/Midastouchconsulting Free Newsletter: http://eepurl.com/d5Euf Florian Grummes is an independent financial analyst, advisor, consultant, mentor, trader & investor as well as an international speaker with more than 30 years of experience in financial markets.    Florian is the founder and managing director of his company Midas Touch Consulting, which is specialized in trading & investments as well as consulting, analysis & research with a focus on precious metals, commodities and digital assets. Via Midas Touch Consulting he is publishing daily and weekly gold, silver, bitcoin & cryptocurrency analysis for his numerous international readers. Florian is well known for combining technical, fundamental/macro and sentiment analysis into one often accurate conclusion about the markets.

Stijn Schmitz welcomes Peter Schiff to the show. Peter Schiff is CEO of Euro Pacific Asset Management, and Chairman of Schiff Gold. The discussion centers on the current economic landscape, focusing on precious metals, monetary policy, and global economic shifts. Schiff argues that the Federal Reserve has effectively returned to quantitative easing by purchasing T-bills and expanding its balance sheet. He believes this signals a highly accommodative monetary policy that will continue to fuel inflation and prop up economic bubbles. The conversation highlights the ongoing transfer of wealth from the West to the East, with central banks in Eastern countries accumulating gold at unprecedented rates. Regarding precious metals, Schiff is bullish on both gold and silver. He predicts silver could reach $100 per ounce in the next year and believes the current bull market is still in its early stages. He emphasizes that investors should not wait for pullbacks but start building positions now, as the long-term trajectory for precious metals looks promising. The discussion also explores the broader economic challenges facing the United States, including unsustainable government debt, declining industrial capacity, and the potential loss of global reserve currency status. Schiff is critical of current economic policies, arguing that the country needs significant structural changes to address its fundamental economic weaknesses. On investment strategy, Schiff recommends a diversified approach that includes physical gold and silver, mining stocks, and international value stocks. Schiff’s outlook is cautiously optimistic about precious metals while remaining pessimistic about the U.S. economic trajectory. He believes the current trends will continue, with gold and silver serving as critical safe havens as global economic dynamics continue to shift. Guest Links: Podcast: https://schiffradio.com Website: https://schiffgold.com Website: https://europac.com X: https://x.com/peterschiff YouTube: https://youtube.com/@peterschiff Peter Schiff is an honorary chairman of SchiffGold, founder of Euro Pacific Asset Management, and host of The Peter Schiff Show. Peter is an economic forecaster and investment advisor influenced by the free-market Austrian School of economics. He is one of the few forecasters who accurately and publicly predicted the 2007 housing market collapse and subsequent 2008 financial crisis. His latest best-selling book, The Real Crash: America’s Coming Bankruptcy – How to Save Yourself and Your Country, warns that the 2008 crisis was just the prelude to a larger sovereign debt crisis in the United States that may lead to a collapse of the US dollar. Peter recommends long-term investment in foreign markets with sound fiscal policies, as well as global commodities including buying gold, silver and other physical precious metals.

Stijn Schmitz welcomes Lyn Alden to the show. Lyn Alden is founder of Lyn Alden Investment Strategy. In this comprehensive interview, Alden discusses her “gradual print thesis” and the current macroeconomic landscape, focusing on fiscal dominance and potential long-term economic challenges facing developed countries, particularly the United States. Alden argues that the United States is entering a period of sustained fiscal challenges, characterized by large structural deficits and a complex monetary environment. She suggests the country is transitioning from monetary tightening to monetary loosening, with significant implications for asset allocation. Unlike emerging markets that experience rapid currency debasement, developed countries like the US have more flexibility due to global demand for their currency and extensive international financial infrastructure. Find Out More About Palisades Goldcorp, Canada’s Leading Junior Resource Investment Company:► Website: https://palisades.ca Palisade Radio Links:► Website & Newsletter: https://palisadesradio.ca► Rumble: https://rumble.com/c/c-1586024 The discussion explores historical parallels, particularly drawing comparisons to the 1940s-1970s period. Alden emphasizes that while direct comparisons are impossible, certain patterns emerge, such as the importance of owning hard assets during periods of monetary expansion. She recommends diversifying across scarce assets like equities, real estate, precious metals, and select commodities, while being cautious of overvalued investments. Demographic challenges play a crucial role in Alden’s analysis. She challenges the notion that aging populations are inherently deflationary, arguing that extensive entitlement systems and continued consumption by older populations can actually drive inflationary pressures. This perspective suggests a more complex economic landscape than traditional models predict. Regarding potential investment opportunities, Alden highlights regions like Japan, Latin America, and parts of Southeast Asia as potentially attractive. She’s particularly bullish on assets that are currently undervalued and have long-term potential, such as regional banks, Bitcoin, energy infrastructure, and select international markets. Ultimately, Alden views the current economic environment as part of a broader “fourth turning” cycle, characterized by increasing political volatility and structural economic challenges. She anticipates a gradual process of economic adjustment rather than a sudden, dramatic collapse, advising investors to remain diversified and adaptable. Timestamps:00:00:00 – Introduction00:00:47 – Gradual Print Thesis00:02:10 – Fiscal Dominance Explained00:04:20 – Outgrowing Debt Challenges00:07:42 – Inflation Spectrum Assets00:10:43 – Reshoring Industrial Base00:15:38 – Treasury Auction Risks00:17:10 – Debt Crisis Timeline00:20:18 – Fourth Turning Parallels00:22:10 – Demographic Inflation Pressures00:28:35 – Historical Debt Cycles00:31:02 – Portfolio Allocation Advice00:50:12 – Concluding Thoughts Guest Links:X: https://x.com/LynAldenContactWebsite: https://lynalden.comAmazon Book: https://tinyurl.com/lynaldenc Lyn Alden is editor and publisher of LynAlden.com, where she has both a subscription and a free financial newsletter. She says, “Her background lies at the intersection of engineering and finance.” Her site provides investment research and strategy, covering stocks, precious metals, international equities, and alternative investments, with a specialization in asset allocation. Whether you’re new to investing or experienced, there’s a lot there for you. Lyn has a bachelor’s degree in electrical engineering and a master’s degree in engineering management, focusing on engineering economics and financial modeling. She oversees the finances and day-to-day operations of an engineering facility. She has been performing investment research for over fifteen years in various public and private capacities. Her work has been editorially featured or cited on Business Insider, Marketwatch, Time’s Money Magazine, The Daily Telegraph, The Philadelphia Inquirer, The Street, CNBC, US News and World Report, Kiplinger, and The Huffington Post. She has also appeared on Real Vision, The Investor’s Podcast Network, The Rebel Capitalist Show, The Market Huddle, and many other podcasts. She is also a regular contributor to Seeking Alpha, FEDweek, and Elliot Wave Trader.