Palisades Gold Radio
Palisades Gold Radio is a podcast hosted by Collin Kettell that covers topics such as gold, precious metals, investing, and economic trends. The show features interviews and commentary on markets, monetary policy, and the role of gold in the financial system. It is part of the Palisades Gold Radio brand, which provides content for investors interested in sound money and wealth preservation.
Episodes
Rory Johnston: ‘Ragingly Tight’ Diesel Markets, Skyrocketing Inflation & The Escalating Iran War
Rory Johnston, founder of Commodity Context and host of the Oil Ground Up podcast, joins Palisades Gold Radio to dissect the current energy crisis. He argues that while the market has avoided outright shortages in the West, the war has created a “balkanized” global oil market. The primary issue is not just crude supply, but a severe crisis in refining capacity, particularly for middle
Bob Moriarty: We’ll Be ‘Lucky’ If Oil Doesn’t Go To $400 – The Biggest Economic Disaster in History
Stijn Schmitz welcomes Bob Moriarty to the show. Bob Moriarty is Author, Founder 321 Gold, & Former Marine Fighter Pilot. The discussion centers on escalating Middle East conflicts, particularly the Houthi attacks on Saudi Arabia and the broader geopolitical brinkmanship involving Iran, Israel, and the United States.
Moriarty argues that current events stem not from grand strategy but from hu
Trader Ferg: Fuel Rationing, ‘Hard To Go Wrong’ With Gold Miners & Platinum To Outperform
Stijn Schmitz welcomes Trader Ferg to the show. Trader Ferg is a Full-time Trader and is the Author of the Trader Ferg Substack. The discussion opens with a vivid illustration of emerging fuel shortages, as Trader Ferg shares images of long queues at his local petrol station in Bali, a symptom of diesel and product tightness spreading across Asia. He argues that governments avoid admitting scarcit
Jeff Phillips: ‘Especially Now’ Huge Opportunity in Junior Miners | Finding 10-Baggers
Stijn Schmitz welcomes Jeff Phillips to the show. Jeff Phillips is a Private Investor and President of Global Market Development. Jeff Phillips sees the current pullback in precious metals and junior miners as a buying opportunity within a longer-term commodity super cycle driven by underinvestment, supply chain concerns, and inflationary currency debasement. He cautions that short-term timing rem
David Hunter: Imminent Global Depression ‘Bigger Than 2008’, Big Reversal Coming For Gold
Stijn Schmitz welcomes David Hunter to the show. David Hunter is Chief Macro Strategist with Contrarian Macro Advisors. Hunter presents a deeply contrarian outlook, arguing that the extreme bearishness in the bond market signals a major bottom in bonds and a top in interest rates, particularly the 10-year Treasury. He believes the current narrative of an inescapable fiscal trap and higher rates is
Tavi Costa: On The Cusp of The Next Depression, The Gold Reset & Financial Repression
Stijn Schmitz welcomes Tavi Costa to the show. Tavi Costa is Founder & CEO of Azuria Capital LLC. Costa argues that the U.S. is approaching a fiscal breaking point, emphasizing that current bond yields are unsustainable when measured against record debt levels. He notes that with over a quarter of U.S. debt rolling over in the next twelve months at higher rates, the situation is becoming incre
Justin Huhn: The Uranium Blow-Off Top, AI Hyper-Scalers & ‘Huge Value’ in The Miners
Stijn Schmitz welcomes Justin Huhn to the show. Justin Huhn is Founder & Publisher of Uranium Insider Pro. Justin Huhn presents a firmly bullish outlook for uranium, describing the current phase as the middle of a long-term secular bull market. The most critical forward indicators, he argues, are the terms in the long-term contracting market, where suppliers are now securing agreements with hi
John Feneck: Why These Critical Metals Will Explode Higher, ‘Uncharted Territory’ For Gold
Stijn Schmitz welcomes back CEO of the Feneck Consulting Group, John Feneck to the show. The conversation begins with gold’s recent consolidation, noting it has turned negative year-to-date and is down around 5%. Feneck asserts the bull case remains intact, citing support at 3,900–4,000 and dismissing comparisons to the 2016 rate cycle because the Federal Reserve lacks room for aggressive hikes. H
Florian Grummes: Food Shortages, Inflationary Spiral & Why Gold Miners Will Benefit ‘Tremendously’
Stijn Schmitz welcomes back Florian Grummes to the show. Florian is the Founder and Managing Director of Midas Touch Consulting. The discussion opens with concerns about equity markets at all-time highs, rising Treasury yields, and Middle East energy disruptions. Grummes argues the financial system is walking on a tightrope, but central banks will continue printing money to sustain the “paper Ponz
Rick Rule: A ‘Generational Opportunity’ In Gold Miners, ‘Substantially’ Higher Gold Prices Ahead
Stijn Schmitz welcomes back Investor, Speculator, Founder & CEO of Rule Investment Media, Rick Rule to the show. Mr. Rule begins by discussing his current focus on preparing for increased market volatility by deeply re-valuing his major holdings, emphasizing the importance of understanding value over price to capitalize on market fluctuations. He notes that while few sectors are truly hated no
Col. Douglas Macgregor: This Is a ‘Complete Disaster’ – The Energy Crisis Will Get Much Worse
Stijn Schmitz welcomes Col. Douglas Macgregor to the show. Col. Douglas Macgregor is Retired U.S. Army Colonel & Decorated Combat Veteran. Macgregor opens with a stark assessment that the global energy structure is being destroyed, warning that the situation will worsen significantly. He dismisses the notion of an imminent diplomatic deal with Iran, stating that trust has evaporated and Iran now h
Michael Gentile: Gold Suppression, Bond Markets ‘Revolting’ & Why Juniors Will Outperform
Stijn Schmitz welcomes Michael Gentile to the show. Michael Gentile is Strategic Investor & Co-Founder, Bastion Asset Management. Michael Gentile maintains a strongly bullish long-term outlook on gold, viewing the recent price consolidation from its highs as a normal pullback within a broader bull market. He emphasizes that his conviction is backed by significant personal capital deployment, havin
Dr. Mark Thornton: Rigged Markets, Why The Real Bubble Is In Government Bonds & Revaluing Gold
Stijn Schmitz welcomes Dr. Mark Thornton to the show. Dr. Mark Thornton is Economist and Senior Fellow at the Mises Institute. Dr. Thornton paints a dire picture of the global economy, arguing that widespread socialist policies are driving governments to extreme borrowing, money printing, and protectionism. He points to the trade war and real conflicts in Ukraine and the Middle East as direct cons
Doomberg: ‘Mad Max Style’ Great Reset, $150 Oil & ‘On The Tipping Point’ in Middle East
Stijn Schmitz welcomes Doomberg to the show. Doomberg is Head Writer For The Doomberg Team and Creator of the Doomberg Substack. Doomberg analyzes the escalating geopolitical risks following the significant damage to Saudi Arabia's East-West pipeline, a critical artery for crude oil exports. He argues that while the initial closure of the Strait of Hormuz did not cause the expected price shock, th
Francis Hunt: Why Silver Just Broke Out, The End of Cycle & Western Collapse
Stijn Schmitz welcomes Francis Hunt to the show. Francis Hunt is Renegade Trader, Analyst, & Founder of The Market Sniper. Hunt opens by declaring that a major reset is underway, urging listeners to aggressively accumulate gold and silver while nations like South Korea and Norway dump US treasuries and increase gold holdings. He sees this as part of a broader loss of faith in American assets and t
Marc Faber: Imminent Financial Collapse, Money Printing & Gold
Stijn Schmitz welcomes Marc Faber to the show. Marc Faber is Contrarian Investor & Publisher of the Gloom, Boom, & Doom Report. Faber begins by discussing the unprecedented high levels of global debt and the unsustainable fiscal deficits in Western democracies, which he believes have been financed by excessive money printing. He argues that quantitative easing, once started, cannot be stopped with
Don Durrett: Gold Miners ‘The Most Asymmetric Upside’ & The Point of No Return for Gold
Stijn Schmitz welcomes Don Durrett to the show. Don Durrett is Author, Investor, and Founder of Goldstockdata.com. Durrett outlines a multi-stage debt bubble framework driving his bullish gold outlook, arguing the US has passed a point of no return on its fiscal path. He describes seven phases, from the bubble's formation to the eventual "doom loop" recognition, and believes recent Treasury interv
Mario Innecco: Imminent Financial Repression, Decade-Long Bear-Market for Bonds & Gold
Stijn Schmitz welcomes Mario Innecco to the show. Mario Innecco is Financial & Macro Economic Analyst, and Host of the 'Manneco64 Channel'. Mario Innecco presents a compelling case that we are in the early stages of a secular bull market for commodities, driven by decades of underinvestment and a historic reversal in the bond market. He argues that the 40-year bull market in bonds, which began in
Willem Middelkoop: The Next Financial Crisis, ‘Perfect Storm’ For Commodities & Mining Discoveries
Stijn Schmitz welcomes Willem Middelkoop to the show. Willem Middelkoop is Author and Founder of the Commodity Discovery Fund. Middelkoop asserts that the "big reset" of the global financial system, a thesis he developed over a decade ago, is now unfolding in real time. He points to the accelerating decline of U.S. hegemony, evidenced by the collapsing petrodollar system and waning international s
Matthew Piepenburg: ‘Screaming Indicators’ For Gold’s Rise & Generational Wealth Creation
Stijn Schmitz welcomes Matthew Piepenburg to the show. Matthew Piepenburg is Partner - Von Greyerz Gold Switzerland, Author - Gold Matters. Piepenburg argues that despite 2026 volatility, including war, a historic gold correction, and US government debt surpassing $40 trillion, the secular gold bull market remains in its early chapters. He sees shakeouts and price interventions as features, not an
Michael Oliver: ‘Nuclear Event’ Hitting US Markets & Silver ‘Most Explosive’ Upside
Stijn Schmitz welcomes Michael Oliver to the show. Michael Oliver is Momentum Structural Analysis MSA. Michael Oliver opened the discussion by highlighting what he considers the most explosive signal in his decades-long career: the historic undervaluation of gold and silver miners relative to gold. He explained that for decades, the XAU index averaged around 25% of the gold price, but this ratio h
Henrik Zeberg: Why The Stock Market Will ‘Blow-off Top’ Next Quarter | Recession Worse Than 2008
Stijn Schmitz welcomes Henrik Zeberg to the show. Henrik Zeberg is Head Macro Economist at Swissblock. Zeberg believes the equity rally is entering its final phase, with a major market top likely within the next quarter. He warns this will not be an ordinary correction but a significant downturn, driven by a weakening US economy that many market participants have yet to recognize. The consumer is
Art Berman: Iran War Causing ‘Phase-Shift’ in Oil Markets, ‘Will Never’ Return to Normal
Stijn Schmitz welcomes Art Berman to the show. Art Berman is The Energy Realist. Berman explains that the initially feared catastrophic disruption from the Iran War has been partially offset, with production losses revised down to roughly 5 million barrels a day, though he stresses this remains a historically massive number. The absence of immediate global economic collapse is attributed to signif
Ted Oakley: ‘An Accident Waiting To Happen’, Why You Need to Own Hard Assets & Oil and Gas
Stijn Schmitz welcomes Ted Oakley to the show. Ted Oakley is Founder and Managing Partner | Oxbow Advisors. The discussion explores investment strategy, focusing on long-term holdings, hard assets, and contrarian opportunities. Oakley emphasizes the importance of a longer investment horizon, typically holding stocks for three to ten years, while acknowledging that most traders focus on short-term
Peter Carlin: Why The Financial System is Imploding, The Rise of Gold & Oil Shortages
Stijn Schmitz welcomes Peter Carlin to the show. Peter Carlin is Commodity Broker, Trader, and Author. The discussion opens with the extreme volatility in global energy markets, where the Strait of Hormuz and Red Sea disruptions are creating severe logistical bottlenecks. Carlin explains that the real crisis is not crude oil supply per se, but a mismatch between the sour crude grades needed by Wes
Col. Douglas Macgregor: The Iran War Restart, $13,000 Gold & The Point of No Return
Stijn Schmitz welcomes Col. Douglas Macgregor to the show. Col. Douglas Macgregor is Retired U.S. Army Colonel & Decorated Combat Veteran. Macgregor offers a stark assessment that the Middle East conflict is fundamentally a Jewish war with no vital strategic interest for the United States, describing it as already regional and increasingly merging with other global flashpoints. He argues that the
Martin Armstrong: Why The World Order Will Collapse in 2032 | Gold, Oil & The US Dollar
Stijn Schmitz welcomes Martin Armstrong to the show. Martin Armstrong is CEO & Chairman of Armstrong Economics Ltd. Armstrong argues that the conflict with Iran was a strategic miscalculation driven by Neocons and Benjamin Netanyahu’s flawed strategy of decapitation leadership, which historically never works. Contrary to assumptions, Iran is highly organized, has planned for this war for a decade,
Joel Salatin: The Real Impact of Fertilizer Shortages on Farmers | The Next Farm Crisis Starts Now
Stijn Schmitz welcomes Joel Salatin to the show. Joel Salatin is Christian Libertarian Environmentalist Capitalist Lunatic Farmer. Salatin described a deeply distorted US agricultural landscape, where massive oversupply of corn and soybeans coexists with a historic cattle shortage. Half of domestic corn goes to ethanol, not food, and China’s pursuit of self-sufficiency is eroding soybean exports,
Josef Schachter: Imminent Gasoline Shortages, Tank Bottoms & ‘Much Higher’ Oil Prices for Longer
Stijn Schmitz welcomes Josef Schachter to the show. Josef Schachter is Founder, Schachter Asset Management Inc. Schachter clarifies that the current energy market tightness is not a crude oil shortage but a severe refining capacity problem, particularly impacting Asia. While US production has surged to 24 million barrels daily, allowing for exports, a lack of refined products in Asia has driven lo
Bob Moriarty: Imminent ‘Explosion’ Of Fuel prices, World War 3 & Global Depression
Stijn Schmitz welcomes Bob Moriarty to the show. Bob Moriarty is Author, Founder 321 Gold, & Former Marine Fighter Pilot. Moriarty outlines a deeply concerning global landscape, arguing that recent escalations—including Ukraine’s attack on Iranian vessels and Saudi Arabia’s strike on the Houthis—have rapidly transformed regional conflicts into what could become World War III. He contends that Isra
