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
Don Durrett: Gold Miners ‘The Most Asymmetric Upside’ & The Point of No Return for Gold
Stijn Schmitz welcomes back Don Durrett to the show. Don is an Author, Investor, and the Founder of GoldStockData. Don outlines his 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
Mario Innecco: Imminent Financial Repression, Decade-Long Bear-Market for Bonds & Gold
Stijn Schmitz welcomes back Mario Innecco to the show. Mario is a Financial and Macro Economic Analyst, and Host of the ‘Manneco64 YouTube 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 b
Willem Middelkoop: The Next Financial Crisis, ‘Perfect Storm’ For Commodities & Mining Discoveries
Stijn Schmitz welcomes Willem Middelkoop to the show. Willem Middelkoop is an author and is the 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
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 feat
Michael Oliver: ‘Nuclear Event’ Hitting US Markets & Silver ‘Most Explosive’ Upside
Stijn Schmitz welcomes back Michael Oliver from Momentum Structural Analysis MSA to the show. Michael Oliver opens 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 has collaps
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 back 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 s
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-
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 back Colonel Douglas Macgregor to the show. Doug is a Retired U.S. Army Colonel and Decorated Combat Veteran. He 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 recent halt i
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
Lobo Tiggre: Why There’s Not A Single Gold Mining Stock I Would Buy Today
Recorded on: July 21, 2026
Stijn Schmitz welcomes back Lobo Tiggre to the show. Lobo Tiggre is the Author and Founder of the Independent Speculator. The discussion centers on the current state of precious metals and commodities, with Tiggre offering a fundamentally driven, contrarian perspective. He asserts that while gold's long-term value proposition remains spectacular, driven by de-dollariz
Steve Hanke: What Everyone Is Getting Wrong on Iran War, The Commodity Super Cycle & Gold
Stijn Schmitz welcomes Steve Hanke to the show. Steve Hanke is Professor of Applied Economics, Johns Hopkins University. Hanke highlights the two major wars—the U.S.-Israel conflict with Iran and the Ukraine war—as critical disruptors of global commodity flows. He notes that the Strait of Hormuz is effectively closed, with Iran controlling it, and the Houthis threaten the Red Sea chokepoint, sever
Rory Johnston: What Everyone Is Getting Wrong About The Oil Price Amidst Iran War
Stijn Schmitz welcomes Rory Johnston to the show. Rory Johnston is Commodity Market Research - Specializing in Oil & Gas. Johnston describes an unprecedented period of volatility in oil markets, where the supply-demand balance swung radically within a single month. Following a ceasefire in the Strait of Hormuz, a surge of previously stranded tankers created a temporary mini-glut, flipping market s
I Asked The Greatest Junior Mining Investors What They Are Buying Right Now | Rule Symposium
In this special multi-guest episode filmed on the floor of the 2026 Rule Symposium, industry veterans share contrarian views amid a healthy pullback in precious metals. Gold and silver sit 30-50% off highs, creating “fire sale” prices for quality names while central banks quietly stack physical gold and currencies face ongoing debasement.
13 Featured experts: Adrian Day, Rick Rule, Brien Lundin
Rick Rule: Why Gold Is Still ‘Stupidly’ Under Owned, Oil Shortages, Silver & Palisades Goldcorp
Stijn Schmitz welcomes Rick Rule to the show. Rick Rule is Investor, Speculator, Founder & CEO of Rule Investment Media. Rick Rule begins by emphasizing the importance of investing in oneself through knowledge and relationships, arguing that this foundational step precedes successful capital allocation. He notes that the easy money in commodities has been made, but the "sure money" lies ahead, par
Dr. Nomi Prins: The Greatest Opportunities in Resources, Right Now | Silver, Uranium & Oil
Stijn Schmitz welcomes Dr. Nomi Prins to the show. Dr. Nomi Prins is Founder of Prinsights Global and Substack. The discussion opened with Dr. Prins identifying the most significant investment opportunities in a market she sees as distorted by exaggerated paper selling. She argued that silver presents the greatest potential due to a historic disconnect between its heavily traded paper price and a
Tavi Costa: These Are The Biggest Opportunities in Mining Right Now
Stijn Schmitz welcomes Tavi Costa to the show. Tavi Costa is Founder & CEO of Azuria Capital LLC.. Costa outlines a bullish macro view for precious metals, arguing that the recent sell-off in gold and silver presents a compelling accumulation opportunity within a secular bull market. He notes that gold itself is down 25 to 30 percent, while quality producers have corrected 40 to 50 percent, leavin
Adrian Day: Sentiment ‘Unbelievably Lopsided’ for Gold, Still ‘Very Undervalued’, Silver and Oil
Stijn Schmitz welcomes Adrian Day to the show. Adrian Day is CEO of Adrian Day Asset Management & Manager of EuroPacific Gold Fund. Adrian Day observes a significant opportunity in the resource sector, noting that gold and silver equities are trading at valuations near all-time lows, compounded by deeply negative sentiment. He points out that bullish sentiment for gold has plummeted to single digi
Michael Gentile: The Iran War to Accelerates Gold’s Rise & The Silver Bull-Thesis
Stijn Schmitz welcomes Michael Gentile to the show. Michael Gentile is Strategic Investor & Co-Founder, Bastion Asset Management. Gentile remains very bullish on precious metals, maintaining a five-to-ten-year investment horizon. He argues that short-term volatility in gold and silver does not alter the long-term macro thesis driven by unassailable U.S. debt levels. With U.S. debt approaching $40
Clem Chambers: The End of Democracy, Oil ‘Screaming Buy’ Right Now & Gold To Continue To Crash
Stijn Schmitz welcomes Clem Chambers to the show. Clem Chambers is Author, Journalist and Founder/CEO of ADVFN. The discussion begins with current market volatility: gold is down roughly 30% from its January peak, and oil has cratered 40% from its March high. Chambers identifies the AI space as the major action now, though it recently corrected, and sees the previous gold rally as driven by fears
Doug Casey: Oil Tank Bottoms Imminent, Decade-Long Bull Run in Gold & Global Crisis
Stijn Schmitz welcomes Doug Casey to the show. Doug Casey is Bestselling Author, Speculator, Founder of Casey Research, & Voluntarist Philosopher. The conversation opens with an analysis of the disconnect between geopolitical turmoil, specifically the disruption of oil flows through the Strait of Hormuz, and equity markets trading near all-time highs. Casey argues the recent de-escalation between
John Feneck: Big Supply Crunch Coming to This Critical Mineral & Quality Gold Miners On Sale
Stijn Schmitz welcomes John Feneck to the show. John Feneck is CEO Feneck Consulting Group. The discussion opens with the critical tungsten supply crunch, where China’s recent export restrictions, including cutting off Japan, highlight a severe imbalance. John notes that the U.S. has not produced tungsten since 2015, while 85% of global supply comes from China, Russia, and North Korea, posing risk
Trader Ferg: What Everyone Gets Wrong About The Iran War | Asymmetric Upside
Stijn Schmitz welcomes Trader Ferg to the show. Trader Ferg is Full-time Trader & Author of the Trader Ferg Substack. Trader Ferg shares his current market views, highlighting several contrarian opportunities built around long-term, underappreciated assets. He remains bullish on scarce resources like thermal coal, where tight supply and Asian demand support high-quality names, though pure-play opt
Col. Douglas Macgregor: The Restart of the Iran War, Why Oil Will Go Back Up & Gold
Stijn Schmitz welcomes Col. Douglas Macgregor to the show. Col. Douglas Macgregor is Retired U.S. Army Colonel & Decorated Combat Veteran. In their discussion, Macgregor assesses the leaked 14-point MOU between Iran and the United States as an admission of strategic defeat, signaling that Iran has emerged victorious from the conflict. He emphasizes that the war is not over, predicting Israel will
Bill Holter: Massive Inflation Ahead, Why All Markets Are Rigged & Derivatives Meltdown
Stijn Schmitz welcomes Bill Holter to the show. Bill Holter is Precious Metals Expert and Broker. Holter warns that the global economy faces a unique and dangerous combination of hyperinflation and deflation occurring simultaneously, a scenario where the cost of living rises rapidly while asset prices fall. He attributes this to the world’s unprecedented debt levels and rising interest rates, whic
Florian Grummes: ‘Devastating’ Oil Shortages, Bursting AI Bubble & Gold Miners
Stijn Schmitz welcomes Florian Grummes to the show. Florian Grummes is Founder & Managing Director of Midas Touch Consulting. Florian remains bullish on oil and gas, viewing energy equities as still undervalued despite recent price consolidation. He anticipates a severe oil price shock by late summer or early autumn, driven by ongoing supply disruptions from Middle East tensions, critically low in
