32 episodes

Palisades Gold Radio is the largest online discussion platform for junior mining globally. Each week, host Collin Kettell interviews top experts in the energy and mining space to discuss macro trends and identify strong investment ideas. With over 1,000,000 views in just three years and videos viewed from over 150 countries around the world, Palisades Gold Radio is the best place for top quality mining content. Guests have included Robert Kiyosaki, Don Coxe, Rick Rule, Eric Sprott, Doug Casey, Frank Holmes, Marc Faber, Jim Rogers, and much more. Visit us at www.palisadesradio.ca

Palisades Gold Radio Collin Kettell

    • Business
    • 4.5 • 17 Ratings

Palisades Gold Radio is the largest online discussion platform for junior mining globally. Each week, host Collin Kettell interviews top experts in the energy and mining space to discuss macro trends and identify strong investment ideas. With over 1,000,000 views in just three years and videos viewed from over 150 countries around the world, Palisades Gold Radio is the best place for top quality mining content. Guests have included Robert Kiyosaki, Don Coxe, Rick Rule, Eric Sprott, Doug Casey, Frank Holmes, Marc Faber, Jim Rogers, and much more. Visit us at www.palisadesradio.ca

    David Morgan: We are in Need of a Great Financial Reset

    David Morgan: We are in Need of a Great Financial Reset

    Tom welcomes back experienced silver investor David Morgan to the show. David discusses the excessive risk created by the use of margin in markets. Excessive leverage led to the 1929 crash and the great depression. Investors can be wiped out if they are not careful.







    David is investigating the excess leverage in the crypto markets. He is concerned that Tether is carrying outsized risks regarding their supposed cash reserves. Diversification is important and you shouldn't have all your eggs in one market.







    David believes the Fed is always behind the curve on the market. All they can do is talk about their future actions but most of the talk is nearly meaningless. We could have extreme inflation in some assets while other sectors become deflationary. The next war could be cyber-related with severe economic consequences.







    At some point, we will reach a psychological breaking point where everyone loses faith in government. When a large enough portion of the population reaches this tipping point then the selling begins. Markets today are extremely fragile but are backstopped by the Fed. They will continue to work until they don't and monetary history indicates they won't end well. "We just continue to put our finger in the dyke and believe we can hold it forever. Nothing lasts forever. Certainly a corrupt, obscene, elite-run monetary system beholden to the very few… cannot last."







    David discusses the logical way to restructure the system. It's quite unlikely that this could happen as the political will does not exist. Their 'solution' is to create an even worse system of control.







    Monetary history suggests that he who has the gold makes the rules. Today, that would put China in a very good position.







    David discusses the paper in the futures markets and compares it to the retail market. Most commodity market terms state that they can force delivery in cash.







    Lastly, David says, "Appreciate what you have because it's the key to happiness."







    Time Stamp References:0:00 - Introduction0:30 - Leverage Risks7:45 - Tether & Crypto10:40 - Powell Announcement14:00 - Cyber War?16:00 - Debt Effectiveness20:10 - MMT & Future Policy23:30 - China & Gold27:00 - Silver & Gold Demand30:30 - Thesis Questioning34:30 - Crypto & Metals?36:00 - Measuring Wealth37:30 - Sentiment & Metals42:40 - Symposium Thoughts47:30 - Concluding Thoughts







    Talking Points From This Week's Episode







    * Leverage and collapse risk in markets.* Why Fed talk is mostly meaningless.* Inflation and the psychological breaking point.* China's gold and paper derivatives in commodity markets.







    Guest Links:Website: https://silver-investor.com/Twitter: https://twitter.com/silverguru22YouTube: https://www.youtube.com/user/silverguru







    David is a precious metals enthusiast with degrees in finance and engineering, and he originated The Morgan Report. This monthly report covers economic news, the global economy, and substantial capital gains by investing in the Resource Sector. The Model Portfolio includes top-tier, mid-tier, speculative, and special situations.







    David considers himself a big-picture macroeconomist whose main job is education — educating people about honest money and the benefits of a sound financial system.







    A dynamic, much-in-demand speaker worldwide, he has appeared on CNBC, Fox Business, and BNN in Canada. He has interviewed- The Wall Street Journal, Futures Magazine, Investing Rules, and numerous other publications.

    • 50 min
    Gareth Soloway: Silver is Building Energy for Next Explosive Move Up

    Gareth Soloway: Silver is Building Energy for Next Explosive Move Up

    Tom welcomes back Gareth Soloway, President, CEO & Chief Market Strategist for InTheMoneyStocks.







    As a trader, you don't want to let panic and fear take over. The drop on Friday around the new variant was a market sell-off. The buy the dippers came back on Monday and we've seen a good bounce back. There could be risks to the market should the Fed suddenly decide to taper or the government chooses to introduce new tax regulations. When everyone is on one side of the market it tends to reverse.







    The markets don't seem to believe the Fed has a backbone. Every time something has occurred in the markets over the last twenty years the Fed has intervened. However, this means people aren't making decisions based on fundamentals or technicals. They are just buying because markets always go up.







    The S&P and Nasdaq have been channel bound for some time. He would be concerned about the markets should we break through the lower bound in these channels.







    The silver chart is showing a lot of consolidation and chop. It's likely building energy for the next measured move up. He cautions that it's difficult to judge how long we can remain in this pattern.







    Gareth is concerned about the volatility in crypto. There is a lot of leverage available to crypto investors. A small flush of the market can cause a massive decline due to overleverage. Gareth notes that some of the alt-coins seem to be entering a crypto-winter. Crypto has failed to hold a sustained move higher in recent months. We need to see a breakout that holds otherwise crypto could see a further pullback.







    He discusses the consolidation pattern in uranium and URNM. Again we should eventually see a breakout in this market.







    Gareth discusses his strategies for avoiding human emotion in trades. Charts are emotion-driven and crypto is no different.







    Lastly, he gives some contrarian plays for stocks and miners.







    Time Stamp References:0:00 - Introduction0:42 - Recent Market Activity1:40 - Markets & Risks3:00 - Fed & Equities7:00 - Interest Rates8:45 - Charts - SPY/Nasdaq12:40 - Rates, Gold, & Concerns15:14 - GLD Chart15:49 - Longer-Term Approaches18:38 - SLV Chart20:21 - Crypto Leverage & Regs25:20 - Bitcoin Chart27:45 - Bitcoin Supply & Long-Term29:46 - Uranium & UNRM Chart31:48 - Oil & Excess Leverage34:27 - Trade Ideas & Miners36:40 - Contrarian Plays41:08 - Emotion in Trades42:52 - Wrap Up







    Guest Links:Twitter: https://twitter.com/GarethSolowayWebsite: https://inthemoneystocks.com/Website: https://verifiedinvestingcrypto.comBlog: https://inthemoneystocks.com/author/gareth/LinkedIn: https://www.linkedin.com/in/gareth-soloway-60827953/







    Chief Market Strategist Gareth Soloway has been an avid swing and day trader since his days at Binghamton University, where he studied Economics. After college, Gareth quickly excelled as a financial adviser, but his heart was always in swing and day trading. He had this long-standing belief that he could help investors make more money by advising them on shorter-term investments (holding a stock for days to weeks) than the buy and hold crowd who lost 50% of their money during every market collapse. "Why not profit during the bear markets just like the bull markets," he said. So while helping others gain financial independence during the day, he spent his nights studying charts and price action, developing a unique market trading system that put his profits on a roc...

    • 44 min
    Adrian Day: Fed’s New Faces Present an even more Favorable Situation for Gold

    Adrian Day: Fed’s New Faces Present an even more Favorable Situation for Gold

    Tom welcomes back Adrian day to the show. Adrian discusses the market's reaction to the Fed's policy changes. He says, "The Fed's bark is worse than it's bite." When the Fed starts talking about tightening in any way it spooks the gold market. However, when the Fed starts to taper the market typically recognizes this effort as too little too late. Tapering means they only want to reduce the amount of buying. In nine months they will likely have a larger balance sheet.







    Adrian critiques the recent gold price action and how it was primed for a fall. The Powell nomination means a continued dovish Fed and this is hardly bad for gold. We're seeing more Fed officials come out and say perhaps we should taper faster and raise rates. The market is increasingly cautious around tightening concerns.







    Adrian notes that the recent members of the Fed that stepped down were of the hawkish variety. We can expect further doves to be added to the board.







    China's monetary policy has tended to be much more directed than the west. They haven't inflated as many bubbles they have tended to be more cautious. However, the real estate market there is in an enormous bubble. Other countries shouldn't have much exposure to Chinese mortgage debt.







    He notes that on a relative basis gold underperforms during inflationary periods but tends to be one of the best-performing assets during deflation. Gold's function is as a hedge against monetary instability.







    Adrian believes we are just moving thru a modest mid-cycle correction for gold. The mining sector is tiny and undervalued compared to other markets.







    ESG policies have sparked a recession in the energy markets in Europe and shortages of natural gas. The politicians in Europe continue to exclude nuclear in their green energy plans. They've even put a hold on the Nord Stream gas pipeline. It seems the plan is to let people freeze this winter. The focus is all on cutting production without solving the demand issue first.







    Lastly, he discusses his concerns with the uranium market and thoughts on the copper supply.







    Timestamp References:0:00 - Introduction0:39 - Powell & Taper Talks9:03 - Fed, Rates & Inflation13:15 - FOMC & Doves16:20 - China Concerns20:30 - Slow Growth & Supercycle22:12 - Gold & Inflation/Deflation25:06 - Gold Cycle Correction30:20 - Miners & Valuations32:13 - Gold Equities36:00 - Tax Loss Selling39:34 - Europe Energy & ESG44:04 - Nuclear Risk/Reward48:13 - Uranium Outlook53:20 - Copper Supply57:55 - Wrap Up







    Talking Points From This Week’s Episode







    * Fed policies and why the trend remains dovish.* China's monetary policies and their real estate bubble.* Gold's performance and a mid-cycle correction.* Thoughts on energy in Europe and the outlook for nuclear energy.







    Guest Links:Website: https://adriandayassetmanagement.com/







    Adrian Day is considered a pioneer in promoting the benefits of global investing in the United Kingdom. A native of London, after graduating with honors from the London School of Economics, Mr. Day spent many years as a financial investment writer, where he gained a large following for his expertise in searching out unusual investment opportunities around the world. He has also authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders. His latest book, widely praised by readers, is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010). Mr. Day is a recognized authority in both global and resource investing.

    • 59 min
    David Collum: The Digital World and Rise of Authoritarianism

    David Collum: The Digital World and Rise of Authoritarianism

    Tom welcomes back Professor David Collum of Cornell University to the show. Dave takes the gloves off and tells us how he really feels about many topics. The politicization of science is a major concern. of his but he is able to see thru some of these constructed narratives. He says, "It's difficult to find authorities that you can trust in the present world."







    He is concerned about the path of government and this path may be a foregone conclusion with the arrival of the digital world. The risks seem great of governments exploiting technology.







    Once the inflation mindset enters the general population usually due to supply shocks this is when hyperinflation risk begins. Hyperinflation occurs when the population flat-out loses faith in the currency. When they are desperate to get out of cash at any cost.







    They discuss the impacts of cryptocurrencies on gold. Also, the market's transitory beliefs regarding inflation have kept some capital from entering the precious metals space. There are reasons to be concerned about excess leverage in cryptocurrencies.







    Dave outlines his thoughts on metals manipulation and believes that many precious metals markets are largely backed by paper promises.







    Fossil fuels are here to stay and eventually we will have a boom in nuclear. It's possible that shortages of energy this winter could drive the public to demand nuclear power.







    Dave notes that hardly anyone is even aware of platinum. It's a commodity that is off almost all investors' radar.







    Many companies today can barely make interest payments on their debts. In this environment, investors should be cautious of companies with large debts and low revenues. Look for companies that are issuing sustainable dividends. He notes that many miners are attractive at these price levels.







    Central banks want more tools and custom digital currencies will provide them with additional capabilities. Capabilities to control prices and use negative rates to deplete savings. Dave says, "Central bankers do not believe in rational economics and most are reckless idiots."







    Time Stamp References:0:00 - Introduction0:59 - Seeing Thru B.S.2:27 - Crisis of Authority6:53 - Inflation & Confidence12:08 - Thoughts on Gold15:30 - Manipulation & Paper18:10 - Silver & Uranium21:47 - Rare Earths?23:00 - Silver Thoughts29:02 - Platinum31:14 - Great Decades & Now39:00 - Attitude Adjustment42:50 - P.E. Ratios & Debt46:40 - Gold Miners as Value49:40 - Equities & Bonds55:14 - Understanding China59:01 - Manchurian President?1:02:14 - End of Cash & CBDC's1:08:49 - Planned Obsolesence1:13:31 - Audio Books & Podcasts1:16:35 - Wrap Up







    Talking Points From This Episode







    * The serious issues of politics influencing science.* Risks of rising authoritarians in the information age.* His thoughts on markets, metals and the miners.* Dangers of Central Bank Digital Currencies.







    Guest LinksTwitter: https://twitter.com/davidbcollumWebsite: https://collum.chem.cornell.edu/







    David B. Collum is an American Chemist and professor at Cornell University. He currently teaches a graduate Chemistry and Chemical biology course.







    He also runs the Collum group, which focuses on how aggregation and solvation dictate the reactivity and selectivity of organolithium compounds commonly used by synthetic chemists in academia and the pharmaceutical industry.







    Ph.D., Columbia University, MA Columbia University, BS Cornell University.

    • 1 hr 20 min
    Ted Oakley: Coming Inflation Will Be Well Above Targets

    Ted Oakley: Coming Inflation Will Be Well Above Targets

    Tom welcomes Ted Oakley, Managing Director and Founder of Oxbow Advisors, back to the show.







    Ted discusses the rampant speculative activity in the stock markets. Many investors are buying anything and are hoping that it will all work out. However, Ted says "It isn't different this time."







    China has cut-off their potash and phosphate sales which will keep the pressure on fertilizer prices. There portfolio includes agricultural products along with other commodities that will do well in an inflationary environment.







    In the early 80s you couldn't buy a house because rates were too high and down payments were large. Today, prices for homes are overpriced and eventually this should revert.







    Ted give us his thoughts on Fed Chair Powells renomination and where their policy may head from here. Inflation is likely to persist at a higher than normal rate for some time. Inflation in basic necessities like food, energy, and housing will persist.







    Indexes have become a growing fad and owning these mean you hold a basket of companies. Many of these companies are not profitable. When the bear market comes these indexes will perform badly.







    Market correction effects will spill over into real estate and the economy. When people feel poorer they aren't as likely to buy a new home. Many retirees are holding too many stocks when they should be holding more cash. He discusses what they consider to be reasonable passive investments.







    Gold plays an important role in some of their strategies and he believes gold will make new highs in 2022. Today's politicans have no idea what a trillion dollar represents. Negative real rates are probably going to stay which will be good for gold.







    Ted is not against green energy but governments seem overly ambitious in their targets.







    Lastly Ted outlines what they look for in companies. They want those with good growth potential over longer timeframes. They aim for returns of at least three points over inflation.







    Time Stamp References:0:00 - Introduction0:30 - Russell Earnings Chart1:30 - China and the U.S.3:30 - Housing & CPI4:45 - GDP & Debt5:30 - Bonds6:45 - Powell & Taper8:45 - Inflation Hedges11:05 - Persistent Inflation13:10 - Assets or ETFs/Indexes14:50 - Markets & Real Estate15:39 - Equities & Boomers18:07 - Passive Money19:15 - Miners & Physical Gold21:15 - Cash Flow Strategies23:30 - Oil & Green Energy24:50 - Evaluating Companies27:40 - Concluding Thoughts30:00 - Wrap Up







    Talking Points From This Episode







    * Valuations in equities reaching bubble levels.* China's policy and potential impacts on the United States.* Real estate valuations and eventual reversion to the mean.* Importance of holding gold and resources in a negative real rate environment.







    Guest LinksTwitter: https://twitter.com/Oxbow_AdvisorsWebsite: https://oxbowadvisors.comYouTube: https://www.youtube.com/user/OxbowAdvisors







    J. Ted Oakley, CFA, CFP, is Managing Director and Founder of Oxbow Advisors. Ted has over thirty-five years of experience in the investment industry. The "Oxbow Principles" and the firm's proprietary investment strategies were developed as a result of the unique perspective Ted gained throughout his almost four-decade tenure advising high net worth investors.

    • 29 min
    Peter Boockvar: Market Crashes Happen When Tapering Begins

    Peter Boockvar: Market Crashes Happen When Tapering Begins

    Tom welcomes back Peter Boockvar of the Bleakley Group. Peter discusses the latest CPI prints and the transportation bottlenecks. These logistics issues are likely to persist to the number of trucking and shipping companies that went out of business in recent years.







    High prices for houses have forced many to seek rentals driving rents higher. These are long-term structural issues and with low-interest rates, home prices have risen significantly. The ongoing mix of fiscal and monetary largess has caused many of these problems.







    Infrastructure spending is pulling workers away from other employers and projects. This spending won't necessarily do much for the economy. We need to stop spending and reduce some of this liquidity and get control of inflation.







    Market corrections tend to occur around the Fed's taper plans which is when we often see pullbacks. Therefore, we're unlikely to skate through this taper program either. What the Fed does this time around will be interesting as they will risk tanking the dollar. It will probably be a no-win scenario as markets today are drunk on easy money.







    He explains why yield curve control is difficult to reverse once implemented.







    The dollar needs to be compared against other currencies as there are many reasons why it may be rising or falling. One reason gold and silver have underperformed this year is due to the Fed's claim to have inflation under control







    He believes cryptocurrencies will be staying and there are commonalities of belief with those that like metals. Both markets are quite small when compared to the world economy. Gold has an extraordinary history while Bitcoin is still very new. Those that say Bitcoin will replace gold have little understanding of its history.







    The drive towards green energy and solar will continue and that should put a floor under metals like silver. Should silver rise by several multiples then producers may consider substitutes.







    Time Stamp References:0:00 - Introduction0:34 - CPI & Transportation4:54 - Rent & Housing6:16 - Fed Rates & Bubbles8:09 - Infrastructure Spending10:05 - Tapering & Corrections14:21 - Powell & Doves16:39 - Yields & Control19:02 - Dollar Path Forward20:48 - Gold, Silver & Commodities22:10 - Bitcoin & Metals25:43 – Mining Input Costs26:28 - Silver & Slowdowns27:13 - Wrap Up







    Talking Points From This Episode







    * Inflation numbers and supply chain breakdowns.* Real estate bubble driving demand for rentals.* Market corrections and why they tend to follow Fed policy.* Dollar performance and gold's 5000-year history.







    Guest LinksTwitter: https://twitter.com/pboockvarWebsite: https://boockreport.com/Website: https://www.bleakley.com/







    In his role as Chief Investment Officer of the Bleakley Financial Group, Peter Boockvar leads the team that is responsible for the development, management, and oversight of Bleakley's investment management program, managing the investment committee, and setting the firm's overall investment philosophy, global investment outlook and asset allocation decisions. Peter also acts as the manager of a global macro multi-asset portfolio strategy for select clients.







    Before joining Bleakley, Boockvar was a managing director and the Chief Market Analyst for the Lindsey Group – a macroeconomic and market research firm founded by former Federal Reserve Governor Larry Lindsey. In this role, Boockvar was responsible for global economic & market research at the firm.

    • 27 min

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4.5 out of 5
17 Ratings

17 Ratings

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Phenomenal

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I’m a gold and silver investor. I believe everyone should be to protect wealth against inflation.
I can’t say enough great things about this pod. The very best questions and dream expert contributors in the area.
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Thank you - please don’t stop making this. It’s truly life-changing information.

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