30 episodes

Palisade 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, Palisade 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.palisaderadio.com

Palisade Radio Collin Kettell

    • Investing

Palisade 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, Palisade 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.palisaderadio.com

    Trader Stef: Monetary Velocity and Inflation Expectations Will Push Gold Past $3,000

    Trader Stef: Monetary Velocity and Inflation Expectations Will Push Gold Past $3,000

    Tom welcomes Trader Stef, a new guest to the show. Stef has a background in the investment banking industry, and today she regularly posts her technical analysis on her website and Twitter.







    Stef discusses the Fed's decision to leave interest rates low until 2023. They are also considering eliminating the 2% interest rate target, allowing for higher inflation rates. In nominal terms, we are already at negative interest rates, and countries in Europe have been negative for some time. Officially the Fed doesn't want to enter NIRP territory, but factoring inflation, then we are already at those levels.







    The velocity of money is a measure of how fast dollars are changing hands in the real economy. When money velocity is this low, significant inflation is unlikely to appear.







    She discusses breaking the all-time high in gold and what that means for this secular bull market. Stef gives us Fibonacci upside targets for gold and silver. She points out that we are overbought, but we could run farther and farther than investors might think possible. There are additional Fibonacci levels she believes may act as resistance levels in this bull market.







    She says, "The longer a market runs hot and higher, the harder the fall or chop will be no matter the type of asset. Don't go chasing strength; consider taking some profits and re-invest your position."







    Time Stamp References:0:40 - Covid strains and risk of a comeback.4:25 - Real vs nominal interest rates.8:15 - NIRP/ZIRP and Feds official policy.13:00 - Money Velocity, US Dollar, and MZM21:15 - Hot markets and how far they can run.23:10 - Silver expectations.29:15 - Sell-off risk during next market correction.







    Talking Points From This Week's Episode• Fed interest rate and inflation policies.• Why inflation will remain low due to money velocity.• Gold and silver Fibonacci targets.• Avoid chasing strength and consider taking some profits.







    Trader Stef pursued a career within the NYC investment banking industry beginning in 1996, where she developed a diverse skillset and earned accomplishments while working with C-level Wall Street talent. These skills include executive administration, human resourcing, the registered representatives "bullpen," technology and communication, training education and development, business analysis, and global risk management. Her interest in the precious metals began in 1999 while following financial market trends post-Dotcom bubble and 9/11, then exited corporate investment banking in the dark days of the great financial crisis after five years in risk management at Citigroup.







    As an independent investor-trader, Trader Stef was mentored and began cutting her professional technical analysis teeth in a live trading room venue for three years. This was when she developed and hosted a Precious Hour live webinar. A BFA with high honors from one of the leading visual arts institutions in the world and freelance work in photography and publishing in New York City afforded her an uncanny ability to readily recognize intricate stock chart patterns in combination with various technical studies. The Precious Hour specializes in gold and silver, mining stocks, and general equities, combined with research on industry fundamentals, global news, geopolitics, and monetary policy, otherwise known as Fusion Analysis.







    Her technical analysis charting has promulgated through social and financial media platforms since 2013. She interviews with financial publications and appears as a guest on live talk radio, provides market analysis behind the scenes upon request. She also publishes articles about the precious metals industry and financial markets.







    Trader Stef can be reached via the links below and through her Twitte...

    • 33 min
    David Hunter: Volatile Selloffs Expected Before $10,000 Gold and $300 Silver

    David Hunter: Volatile Selloffs Expected Before $10,000 Gold and $300 Silver

    Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors to the show. David believes this cycle will end in a bust, something more significant than a deep recession but not a drawn-out depression. He anticipated a big run from the March lows and says we are poised for another big run soon into a top. He cautions that historic debt & derivative exposure will magnify market moves in both directions.







    Momentum, further stimulus and a V-shaped second half recovery will combine to drive the market to its final top. However, much damage has been done and money alone cannot sustain a recovery. David expects a second phase of the bust in 2021 including a global financial crisis and a huge involuntary debt liquidation cycle.







    He gives his expectations for oil, the U.S. dollar, gold, silver and the miners.







    Time Stamp References:0:40 - Defining a global bust.2:00 - Where are we in the cycle.3:45 - Derivatives and leverage.6:01 - Price chasing and past trends.11:40 - Triggers for the bust.16:00 - Debt liquidation cycles.18:50 - Outlook for the dollar.22:00 - What this means for gold and silver.27:00 - Miners and metal price moves.







    Talking Points From This Episode• Another market bull run before a bust.• Derivatives and consequences of leverage.• Markets will move higher into the fall.• Expect a market bust in 2021 and a lower dollar.• Targets for oil, gold, and silver.







    David is Chief Macro Strategist with Contrarian Macro Advisors. He is an investment professional with 25 years of investment management experience and 18 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. His strong macro capabilities, combined with a contrarian philosophy, have allowed him to forecast economic cycles and spot market trends well ahead of the consensus. Intellectually honest, independent thinker comfortable with charting a course apart from the crowd. Accomplished stock picker and value-oriented portfolio manager.







    Guest LinksEmail: Dhunter31@gmail.comTwitter: https://twitter.com/DaveHcontrarian

    • 35 min
    Andy Schectman: Depressed Gold to Silver Ratio Creating Buying Opportunity of a Generation

    Andy Schectman: Depressed Gold to Silver Ratio Creating Buying Opportunity of a Generation

    Tom welcomes a new guest to the show Andy Schectman of Miles Franklin. Andy makes a very compelling case for past market manipulation by large banks like JP Morgan. He sees a perfect storm coming soon, one where there will be no safe haven assets except precious metals. Bonds no longer have real returns when you consider inflation and are guaranteed to lose money.







    He dives into the gold-silver ratio, the flailing dollar, and the lack of precious metal supply. Many investors are increasingly nervous about inflation and are taking physical possession of their metals from exchanges. Gold and silver are real wealth, and today is a once in a generation buying opportunity.







    In a depression, gold and silver perform best because they are the only asset class that is not someone else's liability. Today there is massive counterparty risk throughout the system.







    Time Stamp References:0:35 - Gold/Silver Ratio and Silver buying opportunity3:45 - Trading the ratios and future predictions.8:45 - Gold is now a tier-one banking asset.10:15 - Central Banks in 2018 started buying gold.12:30 - JP Morgan derivative manipulation.22:40 - Big players, banks, hedge funds all stockpiling gold.32:20 - Crazy premiums during Q2 and going higher again now.33:30 - Massive demand during shortfalls in mint production.34:20 - 2020 - The great wake up call.







    Talking Points From This Episode







    * Trading the Gold-Silver ratio.* Provable past market manipulation and banks are going long gold.* Gold as a tier-one asset with no counterparty risks.* Smart investors and firms are rapidly acquiring physical.







    Guest LinksWebsite: https://www.milesfranklin.comE-Mail: andy@milesfranklin.comTwitter: https://twitter.com/MilesFranklinCoFacebook: https://www.facebook.com/MilesFranklinCo







    Andrew ("Andy") ­ Schectman has been a prominent figure in the financial services industry for more than 25 years, during which he has served as President and owner of Miles Franklin, Precious Metals, Ltd.  Before starting Miles Franklin, Ltd. in 1989, Andrew became a Licensed Financial Planner, specializing in Swiss Franc Investments and alternative investments.  At Miles Franklin Ltd., a company that has recently eclipsed $5 billion in sales, Andrew has developed an operation that maintains trust, collaboration, ethical behavior, superior customer service, and satisfaction to serve their clients better.  He is responsible for overseeing the firm's operations and business functions, including strategic planning, account management, finance, and new business. Andrew has distinguished himself as a successful entrepreneur, a foremost expert on the precious metals industry, and a reputable speaker on economics, global investing, and foreign currencies. 







    Please go to www.milesfranklin.com for more information on how they can help protect and preserve your wealth.

    • 39 min
    David Kranzler: US Dollar Crisis is Not the Only Factor Pushing Gold Higher

    David Kranzler: US Dollar Crisis is Not the Only Factor Pushing Gold Higher

    Tom welcomes David Kranzler of Investment Research Dynamics to the show. Dave became interested in gold and silver back in 2003 by trading futures. In 2008, he noticed the increasing amounts of market manipulation, which resulted in a significant sell-off that year.







    The dollar index doesn't explain the recent move up in gold and particularly silver. While the dollar has room to move quite a bit lower, the world still has a solid need for dollars. The excessive money printing could put a lot of pressure on the dollar, and the recent move in gold could be due to investors anticipating such a drop.







    India has opened up, importing gold again after an import shut down due to the virus. Currently, they don't seem that sensitive to the price and continue to import. The Indian public appears to be starved for it.







    Many wealthy entities and individuals are taking delivery of gold. Dave believes that physical demand is the impetus pushing prices higher, and this pressure is overpowering the paper derivatives markets. If a large number of people decide to take delivery on the Comex, there could be many unhappy customers due to the excess of paper promises.







    "This bull run will last as long as the central banks can keep the fiat currency gerbil on the wheel. Look at all that money they are printing as cocaine that they inject into that gerbil to keep it running and alive. At some point, that gerbil is going to collapse and die. We are in the early stages of another cyclical move higher."







    Guest Links:Twitter: https://twitter.com/InvResDynamicsWebsite: https://investmentresearchdynamics.comNewsletter: https://investmentresearchdynamics.com/mining-stock-journal







    Time Stamp References:







    Talking Points From This Episode• What is pushing gold higher.• Taking physical and demand from India.• How the Comex discourages investors from taking physical.• Momentum investors are starting to take notice.







    David Kranzler spent many years working in various analytic jobs and trading on Wall Street. For nine of those years, he traded junk bonds for Bankers Trust. Dave earned a master's degree in business administration from the University of Chicago, concentrating on accounting and finance. He writes a blog to help people understand and analyze what is going on in our financial system and economy: investmentresearchdynamics.com.

    • 33 min
    Lawrence Lepard: During Uncertain Monetary Conditions Gold and Silver is Where You Want to Be

    Lawrence Lepard: During Uncertain Monetary Conditions Gold and Silver is Where You Want to Be

    Tom welcomes Lawrence Lepard back to discuss the markets, gold, and the current disastrous state of the economy. Lawrence says, “What politicians and bankers are doing today is absolutely criminal. When they play with the value of money, they are playing with fire, and that can destroy a society. Having gold is a very good way of preserving your wealth, and in a year or two, investors in gold are going to look far from crazy.”







    The US appears to be heading rapidly toward 30 trillion in debt with at least a four trillion-dollar deficit this year, probably much higher. Now that the US has crossed the bridge of direct monetization, this trend will likely continue.







    Once people realize that cash assets are rapidly falling in value, expect a general rush to gold and silver. The possibility of the US dollar becoming worthless is no longer that far-fetched. Establishment people are starting to talk about why gold has a role to play in the monetary system. When sound money is restored, things could improve very rapidly, but that will require political will.







    Mining stocks are risky but can be useful once you have a good physical nest egg. Lawrence gives some general advice on what types to invest in that have lower risk and good upside potential.







    He says, “All I would say to people is buy those coins, it’s money and a great form of savings. I think they may be surprised just how high they go.”







    Talking Points From This Episode• Rapid US Debt expansion and dollar risk.• Expect further direct monetization.• Expect a rush into safe-haven assets.• Mining stock advice.







    Guest Links:Newsletter: http://eepurl.com/gOf1dTWebsite: http://www.ema2.comTwitter: https://twitter.com/LawrenceLepard







    Book Recommendations - Weimar Germany:The Great Inflation by William Guttmann and Patricia MeehanThe Mandibles: A Family, 2029-2047 by Lionel Shriver







    Lawrence W. Lepard is the Founder and Managing Partner of Equity Management Associates. He has spent his entire 38-year career as an investor, principally focusing on venture capital opportunities.







    Before co-founding EMA, Mr. Lepard spent 13 years at Geocapital Partners, in Fort Lee, NJ. There he was one of two Managing General Partners and was responsible for several venture capital funds. Before Geocapital, Mr. Lepard spent seven years at Summit Partners in Boston and California, where he was a General Partner in Summit I and Summit II.







    Mr. Lepard received his BA in Economics from Colgate University, and he received an MBA with Academic Distinction from Harvard Business School.

    • 40 min
    Jeff Clark: The Real Crash and How to Hedge with Triple-Digit Silver

    Jeff Clark: The Real Crash and How to Hedge with Triple-Digit Silver

    Tom welcomes a new guest to Palisade, Jeff Clark, who is the Senior Precious Metals Analyst at GoldSilver.com.







    Jeff discusses what led him to become interested in mining and metals. He worked and learned from Louis James and Doug Casey and now works with Mike Maloney.







    Jeff cautions that investors should be skeptical of mining companies' claims because they will always place their best foot forward.







    Both Jeff and Mike believe there will be a wealth transfer from fiat-backed assets to precious metals. This will overshoot, and that will be the time to pull profits and purchase other discounted assets.







    We could see triple-digit silver since it's a small market and quite volatile. It doesn't take a lot of cash inflows to impact the price. Silver today is valued at $68 billion in above-ground physical metal in coins and bars. Compared to the global markets, silver is just a drop in a swimming pool.







    Jeff discusses the silver mining situation today and the increasingly severe lack of new growth in the industry. Investors should consider that it usually takes ten years to bring a new mine online.







    He feels the risk of confiscation is lower today than in the past because gold and silver are no longer part of the monetary base, but it remains a possibility.







    Talking Points From This Episode







    * A global wealth transfer is coming.* Triple digits silver is a concerning possibility.* Silver remains a small market compared to fiat.* Lack of new mines, shortages, and the likelihood of future confiscation.







    Time Stamp References:0:40 - What led Jeff to metals.4:25 - Real estate vs. gold/silver.9:40 - Is triple digit silver coming?12:00 - Understanding the size of the silver market.17:00 - Mine supply for silver reamins in decline.21:30 - Time to bring new mines online.24:00 - Leverage via the miners.27:30 - Volatility with silver.31:00 - Risk of confiscation.32:50 - Selling when the time comes.







    Guest Links:https://goldsilver.comhttps://twitter.com/TheGoldAdvisor/status/1283091751272513536?s=20https://twitter.com/TheGoldAdvisor/status/1281650798695378944?s=20https://twitter.com/TheGoldAdvisor/status/1281649816808812544?s=20







    Jeff Clark is Senior Precious Metals Analyst at GoldSilver.com. He is an accomplished analyst, author, and speaker, and a globally recognized authority on precious metals. The son of an award-winning gold panner with family-owned mining claims in California, Arizona, and Nevada, Jeff, has deep roots in the industry. An active investor, with a love of writing, Jeff eventually became a mining industry analyst, including ten years as senior editor for the world-renowned publication BIG GOLD. Jeff has been a regular conference speaker, including at Cambridge House and Sprott Resources events, the Silver Summit, and many others. He currently serves on the board at Strategic Wealth Preservation, a bullion storage facility in Grand Cayman, and provides analysis and market commentary for GoldSilver.com. Jeff's previous positions include Senior Precious Metals Analyst for Hard Assets Alliance and before that was a Senior Editor for Casey Research.

    • 36 min

Top Podcasts In Investing

Listeners Also Subscribed To