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In Part Two with Michael Oliver and Vince Lanci we discuss the growing political and economic uncertainties revolving around the upcoming 2024 election.

Michael highlights the potential chaos and unrest during the election. He suggests that if the stock market broke before the election, the Democratic Party might consider replacing Biden due to their emphasis on market performance. Tom mentions a poll indicating deep-rooted political divisions, with each party believing a win by the opposite would cause lasting harm to the country. This instability, Michael believes, is not being factored into markets and could lead to major shifts for global investors.

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The duo expressed concerns about the upcoming election's impact on markets and society, emphasizing that elections usually bring uncertainty but, due to deep-rooted political divisions in the US, there is a higher risk of prolonged uncertainty. This could result in increased stock market volatility and even a contested election outcome. They mentioned historical examples like the 2008 election, secession attempts, and the role of gold during such times.

They also touch upon potential implications for gold markets if the U.S. election was contested. They emphasize buying dips instead of selling rallies for gold and silver as alternatives to a volatile stock market. They see gold as a competitive alternative when the stock market experiences volatility.

Furthermore, the conversation explored potential crises or geopolitical events that could lead to the suspension of the upcoming election, including manufactured ones. The speakers also touched upon the role of gold as a metric of economic stability and its potential impact on the election. Additionally, they reflected on the changing politi..

In this Palisades podcast episode, Tom welcomes back Michael Oliver from Momentum Structural Analysis and Vince Lanci, publisher of the Goldfix Substack. The discussion covers various markets - metals, equity indexes, commodities - and in part two, the upcoming election.

Michael Oliver initiates the conversation by analyzing the NASDAQ's remarkable growth since the 2009 Bear Low and its significance as a leading index due to its substantial percentage gain. He attributes this influx of funds to the M2 chart or Fed funds rate chart, directing investment into the stock market at that time. Michael then pivots towards the current market situation, sharing his view on momentum analysis and the election's potential impact, emphasizing the importance of examining trends beyond just price. He points to a major sell signal in January 2022, causing a steep decline followed by recovery.

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Vince Lanci contributes by addressing the narrowing breadth in the stock market. He stresses that leadership changes are vital for overall market health and believes there's currently no breadth, limiting options if AI leadership falters. Vince explains how the stock indexes have shrunk from a broader group to key players.

The discussion also touches on copper and natural gas commodities before focusing on precious metals. Michael highlights the deceptive nature of the acceleration phase in a bull market and the significance of understanding trends and structures rather than relying solely on popular indicators like RSI or MACD.

They further delve into investment strategies based on silver market analysis and historical trends, sharing personal experiences and anticipating precious metals market movements due to geopolitical tensions and central banks' actions. Vinc..

In this episode of Palisades Gold Radio, Tom Bodrovics welcomes back Francis Hunt, also known as the Market Sniper, for a discussion on the importance of shared experiences, living deliberately beyond the financial world, and the upcoming gold and silver discussion focusing on preserving assets during monetary transition. They emphasize the significance of understanding reality, accepting limitations, and building bonds for amplified experiences. Francis discusses the current economic situation involving debt contraction and the seesaw analogy representing nation states' debt levels and currencies. Japan's excessive debt is predicted to cause a currency collapse, leading to significant losses for various assets, including the 30-year treasury.

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Francis discusses the reasons for owning physical gold, silver, and land as means to escape both systems and maintain control over possessions. He also discuss the importance of investing in industrial metals like copper as part of an inflation hedge during currency devaluation and suggest investing in commodities while shorting debt and fiat currencies. Francis predicts that gold will reach 2897, and silver may surpass it, in a parabolic phase of financial instability. They also analyze the performance of precious metals like Platinum, which has underperformed since 2009 but could experience overperformance based on historical trends and cross-valuation.

Time Stamp References:
0:00 - Introduction
9:55 - Analyze & Take Action
13:32 - Resilience & Emotions
17:07 - Debt/Fiat Contraction
19:56 - US 30Y Treasury Chart
25:25 - Own Nothing and Be?
29:23 - System Breaking & Gold
32:30 - Fed & Who Prices Debt
34:00 - Bond Rates & Control
36:05 - Gold/Dollar Chart
43:44 - 30Y Debt Reversion
46:37 - Shrinking..

In this episode of Palisades, Tom Bodrovics welcomes back metals analyst David Jensen to discuss the volatile gold and silver markets, with a focus on the London market's reliance on promissory notes for trading and its potential physical supply issues leading to risks of default. They also touch upon the large trading volumes in London, deficits in the silver market, increasing demand from China, and concerns over retail investors influencing silver prices due to ETF manipulation and rehypothecation.

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David shares his perspective on factors affecting the silver market during the 2020-2021 silver squeeze, including inventory disappearance in China, Shanghai exchange's influence, potential catalysts like central banks buying gold or conflicts, and the City of London's involvement in a longstanding global gold and silver fraud.

The conversation further explores the impact of various factors on gold and silver markets, including concerns about transparency regarding lease rates, central bank sourcing of metal, and potential consequences for major banks if they cannot cover contract losses. Overall, Jensen emphasizes the importance of understanding the significance of physical supply issues in the metals market and staying informed to avoid ignoring important matters.

Time Stamp References:
0:00 - Introduction
0:37 - Rehypothecation & London
7:17 - Bullion Banks & Physical
13:20 - Paper Ponzi?
15:08 - ETF Drawdowns & Supply
17:23 - Jeff Currie Comments
19:00 - Bullion & China Influence
23:17 - News Driven Catalysts
26:30 - Money Supply & Bank Buying
29:15 - Demand Picture & Drawdowns
30:35 - C.B. Metal Sourcing?
32:22 - Debt & The Silver Lynchpin
39:12 - Media & Reaching People
41:08 - Wrap Up

Talking Points From This Episode
- David discus..

In this Palisades interview, Tom Bodrovics welcomes back hosts global forecaster David Murin to delve into the differences between lateral and linear thinking in the context of current world conflicts. Murin posits that empires cycle through phases of thinking, with laterals leading initially and linears taking control as empires mature. He attributes the current global climate to an unprecedented level of linear thinking due to sophisticated money printing over the past two decades, which has left societies inflexible to dynamic threats.

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Murin further discusses geopolitical implications, particularly regarding the Houthis' actions in the Red Sea and its significance for American maritime hegemony. He raises concerns about China's involvement and advanced military capabilities, emphasizing the importance of maintaining control over critical sea lanes for wealth and resource extraction.

Murin believes historical cycles of war could have been avoided with greater awareness and full-spectrum deterrence, aligning with the 112-year contractive cycle that has led to hegemonic conflicts throughout history.

David also shares his views on China's strategic intentions and resource acquisitions, arguing that China is not primarily concerned with wartime resource gathering but rather denying resources to the West. He points to Argentina as an example where Chinese interests were rejected, giving the West a foothold in the region. Murin suggests Western engagement and political activism are necessary for regime change in countries with autocratic regimes.

He uses numerous price-based systems to understand various markets and sectors, predicting a decline in bond prices and increased inflation for commodities due to excess demand from fiat money. Davi..

Tom welcomes back Mike Singleton, Senior Analyst and Founder at Invictus Research to the show. Mike explains his views on the business cycle, current economic trends, and their impact on asset classes like stocks, bonds, commodities, and currencies. Mike explains that Invictus defines the business cycle as having three sub-cycles: real growth, inflation, and monetary policy. They believe these cycles drive price action across various assets. The US economy is currently reflating, indicating faster real growth and inflation. Despite inflationary pressures, federal deficits are expected to fuel manufacturing growth due to initiatives like the Inflation Reduction Act and CHIPS Act.

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Mike argues that investors can benefit from an inflationary cycle as it leads to potential growth in earnings. However, consumers may face challenges with rising prices, affecting their quality of life and ability to deploy capital into markets. Mike believes that for a clearer understanding of inflation, one should look at commodity prices rather than Consumer Price Index (CPI).

Mike also discusses the significance of copper miners' performance as an indicator of real economic acceleration. He suggests considering ownership of productive assets and taking on more cyclical risk when copper miners outperform copper. Oil, as an energy input, follows this trend, with demand increasing during economic expansion. Despite a recent downturn, it is viewed as a buying opportunity.

The US dollar's relationship with economic data, interest rates, and the Fed is also discussed. While the U.S. economy is outperforming other developed markets, the dollar could strengthen based on interest rate parity. However, its weakening against emerging market currencies due to their improve..

Tom welcomes economist John Williams, the founder of Shadow Government Statistics to the show. Williams shares his background in economics and economic modeling, which led him to scrutinize government statistics due to their potential inaccuracies. He became particularly concerned with employment data revisions and manipulation. Despite improvements, he remains skeptical about inconsistencies' impact on forecasting accuracy.

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Williams discusses the misrepresentation of inflation through changes in reporting methodologies, such as the Consumer Price Index (CPI). This underreporting of inflation affects cost-of-living adjustments and pension payouts, leaving retirees facing significant financial challenges. The pandemic exacerbated these issues with distorted CPI reporting.

He also criticizes the current economic situation's representation through GDP growth rates, which may not accurately represent underlying economic conditions. Inflation can lead to an increase in reported real GDP without actual sales growth. The excessive money supply injected into the economy during the pandemic is another major contributor to inflation.

Despite attempts to control inflation through interest rate hikes, the economy has suffered negative growth in critical sectors like retail sales, industrial production, housing, and employment. The Federal Reserve prioritizes the banking system over the economy, making high interest rates more beneficial for banks than for consumers. The historically large disparity between Gross Domestic Product (GDP) and Gross Domestic Income (GDI) further highlights a weak economy.

John predicts that despite rising GDP, there is a potential worsening in the next six months with underlying economic downturn and potential high or ev..

Tom welcomes back Steve St. Angelo of the SRSrocco Report for a discussion on the economics of Bitcoin mining, focusing on the lifespan and economic viability of Bitcoin mining hardware. According to St. Angelo, major US Bitcoin miners Marathon and Riot account for significant portions of global hash rate production, with Bitcoin mining consuming approximately 1-2% of US electricity. However, Bitcoin miners' hardware depreciates rapidly; while they last five years, they become almost obsolete in two years, producing only around 90% of their total Bitcoin output by that time.

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St. Angelo discusses the implications of this rapid depreciation on sustainability and profitability, raising concerns about under-reported depreciation costs, which can mislead investors. To fund the capital expenditure required to replace these miners, companies issue large amounts of shares, leading to significant dilution for existing shareholders.

The conversation also touches on the potential use of stranded energy for Bitcoin mining but expresses concerns about its scarcity as energy demand grows. St. Angelo compares this to the gold mining industry, where inflation caused by government actions impacts production costs. He argues that the high depreciation rate and under-reporting of these costs in the Bitcoin mining industry could lead to significant financial challenges.

Marathon and Riot's claims about not needing to issue further shares for growth remain uncertain. Steve expresses concerns regarding Bitcoin's energy consumption compared to gold mining and its unsustainability due to the need for continuous miner replacement. Despite his criticism of Bitcoin, he acknowledges that some investors are avid supporters. He emphasizes physical metals like gold as a..

In this engaging episode of Palisades Gold Radio, your host Tom Bodrovics welcomes Dave Bradley, a pioneering figure in the Bitcoin world. Known as Canada's strongest and best-looking Bitcoin entrepreneur, Dave is the founder of the first Bitcoin store, co-founder of Bull Bitcoin, and a board member of Bitcoin Well.

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They explore the intersection of gold and Bitcoin against the backdrop of growing awareness regarding monetary debasement and the rise of freedom movement communities.

Dave emphasizes the importance of distinguishing between money and investments, considering gold as a store of value rather than money. Many investments have taken on characteristics of money due to debasement and muddling risk-adjusted returns. He shares concerns over increased risk tolerance among individuals due to rampant central bank money printing.

The conversation delves into the emergence of alternative cryptocurrencies, which Dave views as companies competing with a protocol rather than contenders to Bitcoin's decentralized form of money. Despite over 10,000 altcoins, most have failed to capture significant value or market cap. Dave shares his personal journey of discovering Bitcoin in 2010 and the missed opportunities that came with it, including regretful sales in the early days.

The discussion covers Bitcoin's potential as a form of money, surpassing gold in terms of divisibility, ease of verification, and digital nature that makes it more practical for transactions. Dave notes that Bitcoin has a role to play during times of censorship. In the future role Bitcoins role will likely to continue to strengthen as traditional monetary policies falter. Dave concludes by inviting listeners to attend the Bitcoin Rodeo conference for valuable insights on rea..

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In a not-to-be-missed episode, Tom Bodrovics welcomes a new guest, Robert Bryce. Robert is an author, journalist, film producer, and public speaker.

Together, they delve into energy issues as Bryce voices his concerns over the fragility of the electric grid and the potential consequences of underestimating the value of a reliable energy supply. He recounts personal experiences with power disruptions and highlights significant contrasts between developed countries' energy abundance and challenges faced in places like South Africa and Beirut. The discussion centers on the 2021 Texas blackout, which shed light on renewable energy's role during the crisis and its limitations when needed most. Bryce underscores the danger of making the electric grid overly reliant on non-base load power. He advocates for recognizing natural gas's crucial role in securing energy stability during inclement weather. He also criticizes initiatives like Michael Bloomberg's Beyond Carbon Campaign, as they could potentially worsen the grid's vulnerability and threaten national energy security.......

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Guest Links:
Twitter: https://twitter.com/pwrhungry
Website https://juicetheseries.com
Website: http://powerhungrypodcast.com/
Website: https://robertbryce.substack.com
Link Tree: https://linktr.ee/robertbryce

Robert Bryce is a Texas-based author, journalist, film producer, and podcaster. The host of the Power Hungry Podcast, Bryce has been writing about energy, power, innovation, and politics for more than 30 years. His articles have appeared in a myriad of publications including the Wall Street Journal, New York Times, Forbes, Time, Austin Chronicle, ..

Tom welcomes back Adrian Day, CEO of Adrian Day Asset Management to discuss the business aspects of the mining industry.

Adrian stresses the importance of understanding a company's financial situation beyond initial disappointments, using Barrick Gold as an example of a company with a history of optimistic production estimates leading to missed targets but effectively managing these issues. He emphasizes the significance of cost metrics like per ounce operating costs and all-in sustaining costs (AISC) for evaluating mining companies' profitability and efficiency.

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The conversation touches upon the challenges faced by mining operations, such as equipment failure, geopolitical risks, maturing mines, and hurdles common to every operation. Fortuna is used as an example of a company whose significant zinc production should be considered in evaluating its revenue distribution among different metals.

Adrian discusses the disconnect between gold prices and mining stocks, attributing it to gold's strong performance amidst central banks and Chinese investors seeking safe havens and the broad stock market's strength. Despite potential risks, such as a pause or reduction in buying by central banks and a negative macroeconomic environment, Adrian highlights the opportunity presented by undervalued gold stocks.

The speaker also touches upon exploration expenditures and their importance in discovering new deposits despite the increasing difficulty of finding them. In his investment strategy, Adrian emphasizes investing in senior miners and major royalty companies during the current market cycle due to their undervalued status and likelihood to move first when the gold sector takes off.

The conversation concludes with a discussion on economic stress in ..

Tom welcomes a new guest to the show, Robert Sinn to share his background in precious metals, junior mining, and biotech investing. Robert discusses his introduction to gold during the 1990s debt crisis through his father's experiences at coin shows and investments. The conversation later focuses on the Federal Reserve's recent announcement of tapering quantitative tightening and its potential impact on market positioning, emphasizing fiscal dominance and potential softer data suggesting a possible negative non-farm payroll print.

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Sinn further explores the Fed's shift in inflation targeting, proposing that it might adopt a new, unannounced inflation target above 2%, around 3%. He explains that markets have accepted the Fed's decision not to cut rates as frequently as anticipated, but anticipate at least one more rate cut this year. Parallels are drawn between the late 1970s and the current situation regarding government spending policies and inflation trends.

The discussion then shifts towards energy investments, with Sinn emphasizing uranium and natural gas as crucial areas due to their baseload power generation capabilities and affordability. He acknowledges the transition towards cleaner energy but argues that it will take considerable time for this shift to fully materialize. Sinn holds stocks in both oil companies and renewable energy sectors, adopting a long-term perspective.

Theys explore differences in debt structures between China and the U.S., their implications on markets, and strategies for investing in gold. The conversation shifts to Japan's debt ownership versus the world owning U.S. debt. This leads to a discussion about China's debt structure, which sees the government act as the backstop for all debt within their economy...

Tom Bodrovics, welcomes back Don Durrett, an experienced author, investor, and founder of Goldstockdata.com, to discuss gold prices and the economic implications. Durrett believes an imminent hard economic landing will boost his bullish stance on gold. In March 2023, gold reached new highs above $2050, while silver showed significant gains. However, miners have not followed suit.

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Durrett considers the present economic climate different from previous periods due to the Federal Reserve's reduced ability to revive the economy. He highlights that while the US economy grew and used debt in the 1990s, it eventually balanced its budget. However, since then, the US economy has reportedly been declining for approximately 25 years, leading to significant global shifts like countries abandoning US bonds and equities and increasing interest in gold as a reserve currency.

Japan's bond and currency struggles could potentially trigger a crisis due to their substantial US treasury holdings. Durrett discusses the potential impact of Asian countries purchasing gold and the importance of oil purchases in gold-importing countries like Japan and China.

Don expresses bearish views on the stock market and bullish predictions for silver prices due to inventory shortages, increasing demand, and potential manipulation attempts like those seen with the Hunt Brothers in the past.

Don shares his perspective on gold miners using the HUI index to identify buying and selling opportunities. He considers anything below $250 on the HUI cheap, with levels between $200 and $225 being the buy zone. Opportunities for cheaper stocks extend from $225 to $250. However, as the HUI approaches $300, fewer cheap stocks become available. He anticipates the gold miners' bull market h..

In this episode of Palisades Gold Radio, economist and wealth advisor Jonathan Davis once again joins host Tom Bodrovics to discuss the theme of inflation and its implications for the current economic era. Davis argues that we have transitioned from a disinflationary era lasting over 40 years into one characterized by financial repression, which he defines as higher inflation. Tracing this shift back to the post-World War II era when debt levels were unsustainable, Davis contends that recent financial crises were not caused by COVID but rather by 'shenanigans' in financial markets. With interest rates reaching historic lows by 2020, Davis predicts that inflation for the next generation will be between 5% and 10%, and interest rates will significantly increase from past decade levels. This transition to financial repression is a response to politicians, central bankers, and bankers' desire to maintain inflation rather than risk deflation.

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The conversation also touches upon China's economic shift from manufacturing to consumer industries and property development, expressing concern over the large number of unsold homes in China despite continued commodity demand. Mr. Davis discusses the historical perspective of asset classes, emphasizing substantial returns from stocks, bonds, and property over recent decades but anticipates declining value as interest rates rise. He advocates investing in commodities as a long-term strategy.

Jonathan then discusses the current state of the housing market, despite higher interest rates and the end of fixed-rate mortgages, there hasn't been a significant impact on the housing market yet due to continued employment and low mortgage rates. He also touches upon commercial real estate, suggesting businesses have ..

Tom welcomes back Lyn Alden, Founder of Lyn Alden Investment Strategy, to the show. Lyn discusses abundant and scarce things in investing, focusing on the era of fiscal dominance that has led to bonds becoming abundant. This is due to large budget deficits and private debt being transferred to the public sector. The implications include higher average fiscal-driven inflation and potential impact on asset prices and tax receipts.

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The Federal Reserve's ability to perfectly tune the economy to avoid recession for the next decade is questioned. In emerging markets, stocks may rise in local currency but decrease in hard money terms during recessions. The U.S., however, is experiencing fiscal dominance where public debt exceeds GDP, making it harder to fight inflation and slow down borrowing. While interest rates can help make a country's currency attractive or reduce borrowing demand, raising interest rates results in ballooning expenses, offsetting disinflationary forces. The commercial real estate sector is heavily impacted, but travel companies, seniors, and wealthy individuals may benefit from higher interest rates.

Lyn discusses the SVB bank crisis in 2023, suggesting that the Fed might prioritize saving banks or the Treasury market over controlling inflation, limiting monetary policy flexibility. The potential outcomes of interest rate cuts include growth and demand for commodities but less effectiveness due to fiscal dominance. She emphasizes energy exposure as a hedge against inflationary pressures.

Investment strategies include owning assets related to dense forms of energy in the energy sector, focusing on demographics, aging workforces, and understanding China's labor supply and demand. Alternative investment portfolios like the perm..

Tom Bodrovics welcomes back Bob Moriarty to the show. Bob is founder of 321gold and 321energy.com, and a former Marine Corps fighter pilot during Vietnam. Moriarty believes the year 2024 could be catastrophic due to geopolitical issues and a greater financial crisis but sees opportunities in gold and silver, which have broken out and are expected to continue for the next decade. He emphasizes sentiment and China's control of the gold market as key drivers of their prices. Moriarty discusses potential peace in the Middle East after Israel's conflict with Iran, questioning the sustainability of the US sending large aid packages due to bankruptcy.

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Moriarty advocates for ignoring external factors like interest rates, currencies, and politics when investing in gold and silver, using sentiment as a useful tool. He highlights China's significant impact on the gold market and the potential negative vote against US treasuries and the dollar. Moriarty expresses concerns about rising interest rates and their impact on real estate markets, especially commercial property. He also discusses the recent surge in base metals as undervalued commodities and a shift towards commodities from overvalued assets like stocks.

Bob emphasizes the importance of understanding current developments in economy and society, including immigration policies, corruption, and diplomacy. He criticizes the increasing divide between ordinary people and the establishment and advocates for conversation and understanding between opposing sides. He criticizes US foreign policy in Ukraine and advocates for diplomacy to resolve conflicts. He also discusses the impact of misinformation on society and expresses skepticism towards media narratives.

Talking Points From This Episode
- He s..

Tom Bodrovics welcomes back Axel Merk, CEO of Merk Investments, who manages investments worth $1.2 billion in gold and related assets. They discuss the ASA closed-end fund, which invests in precious metals mining, processing, or exploration companies, and is unique due to its longer-term focus compared to ETFs. Merk took over management in 2019 and transformed it into an investment vehicle for junior mining companies. This fund helps small development and exploration firms by providing capital during funding rounds and increasing their share prices, making them more attractive to larger investors.

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Merk also talks about the potential impact of the Federal Reserve's monetary policies on gold mining and equities during economic downturns or periods of easing financial conditions. He shares his past predictions for a possible recession in 2023 but acknowledges recessions are unpredictable. Merk believes that gold miners provide value over the long term, despite risks, and stresses the importance of risk assessment.

Axel discusses Saba Capital Management's ongoing attempts to gain control over ASA Gold and Precious Metals Limited. If successful, this could negatively impact the mining industry due to potential cost-cutting measures or changes to the fund's mandate. Despite expressing support for ASA as a fund manager, Axel encourages constructive dialogue between all parties. Axel highlights ASA's unique features that make it difficult for activists like Saba to achieve their goals easily. The future implications include continued engagement with Saba or potential liquidation if they gain control, and the importance of shareholder votes in the outcome. Investors are encouraged to stay informed and vote in proxy contests.

Time Stamp References:
..

Tom welcomes back to the show, Christopher Aaron to discuss the markets and current geopolitical instability. Although gold prices saw a spike due to recent events between Iran and Israel, they gave back most of the gains shortly after. Christopher emphasizes the importance of considering historical data and long-term trends when analyzing gold price movements.

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Chris discusses how the Dow Jones and gold have been trading in lockstep due to the preoccupation with Fed policy. They note that during past bull markets, average investors shifted funds from stock indexes into gold or silver when they underperformed. However, the current cycle shows a flat Dow to gold ratio for the last eight years, suggesting mainstream investors are yet to enter the precious metals sector. The potential implications of this situation and its impact on future market performance are emphasized.

Despite gold ETFs losing gold holdings as mainstream investors sell their shares even during price surges, they predict gold should come back to retest its recent highs before experiencing a multi-year trend of significant new highs. Christopher shares his insights from the 2008 financial crisis and how he now prioritizes price data over fundamental analysis. They also touch upon historical gold price trends, including how gold always retests breakout points after significant price increases.

Christopher discusses the potential catalyst for the Federal Reserve to shift from its hawkish stance being a global or regional war. He suggests that higher interest rates may lead to higher commodity prices and emphasizes the need for markets to reconsider their current beliefs. The conversation then shifts to silver, which has broken its downward trend but faces significant resistan..

Tom Bodrovics welcomes back John Rubino, a former Wall Street financial analyst and author, to discuss the current bull market in gold. Rubino asserts that gold's intrinsic value is significantly higher than its present price, which could reach $5,000 to $10,000 per ounce based on historical analysis. He also posits that a potential collapse of the financial system due to debt could lead to a return to a gold-backed currency or a currency reset.

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They explore the implications of inflation and currency devaluation on various assets including stocks, real estate, bonds, and gold. John argues that adjusting investment numbers for inflation offers a different perspective on asset value over time. He warns about potential risks in the financial system, such as a commercial real estate crash or an equities bear market. He also discusses the deficit in the silver market, which could result in significant price spikes and potential defaults on futures contracts.

Despite uncertainty, John suggests investment strategies for investing in real assets like gold and silver. Investors should consider gold as a long-term investment and focus on positive goals during uncertain times to build capital for future challenges. Gold is currently seen as a store of value, but demand for it is minimal but starting to rise. Once gold breaks through resistance and support levels, it could lead to a significant run in the market.

Time Stamp References:
0:00 - Introduction
0:45 - Gold Market Developments
4:10 - Gold Backing & Debt
8:15 - Who Will Buy US Bonds?
12:45 - Inflation Outlook
17:28 - Asset Valuations
22 :38 - Gold Drivers & Geopolitics
27:26 - Next Financial Crisis?
33:10 - Silver & Supply Issues
38:10 - Silver Industrial Demand
42:38 - Investment Demand & FO..

Tom welcomes back Ravi Sood to the show to discuss the many changes in the economy and mining industry. Ravi touches upon various topics related to the global financial system, gold prices, and the impact of the 2007-2008 financial crisis. He discusses the lack of significant changes in the financial system since the 1970s and the potential role of Bitcoin in challenging traditional monetary systems. He also highlights the uncertainty and potential risks in the current economic situation due to the pandemic and other factors. The conversation also delves into the importance of investing in physical commodities like gold and other minerals, as well as the role of technology in driving demand for these resources.

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Furthermore, they explore the effects of a strong US dollar on the economy and suggests alternative policies to improve trade balance. The discussion also covers the challenges in regulating cryptocurrencies and the potential impact of CBDCs. The gold market is analyzed, with the author noting signs of optimism amidst a perceived bubble, and the mining industry's financial issues are also discussed, along with the interest in renewable energy transition and the cyclical nature of commodities business.

Throughout the interview, Ravi emphasizes the need for a better understanding of the financial system and the importance of making informed decisions based on current economic conditions and potential future changes.

Time Stamp References:
0:00 - Introduction
3:30 - Gold, Bias & Sound Money
10:17 - Global Can Kicking
17:42 - A No Win Scenario?
20:00 - US Commodity Demand
22:28 - Feds Levers & Control Risk
26:44 - Bitcoin, Banks, & ETFs
33:50 - Commercial Banks & Economy
36:05 - Unhedged Mining
44:52 - Gold Highs & Reality
49:05 - Min..

This is a rebroadcast of our April 10 Twitter Spaces focusing on the recent metal moves, the metals industry, and overall investor sentiment. Bob Coleman and Vice Lanci discuss the effects of big players in the markets and how investor sentiment remains cautious. Jim discusses why margin requirements have to be adjusted during periods of volatility. Vince and Bob discusses at length the various big players in the market and how they influence it along with their general strategies. Lastly, Bob discusses the role of ETF's and the current premiums on physical metals.

Bob Coleman - Idaho Armored Vault
Twitter: https://twitter.com/profitsplusid
Website: https://www.goldsilvervault.com/

Vince Lanci
Special Discount: https://vblgoldfix.substack.com/TomPalisades
Website: https://vblgoldfix.substack.com/
Twitter: https://twitter.com/Sorenthek
ZeroHedge: https://tinyurl.com/3x72ndfc
LinkedIn: https://www.linkedin.com/in/vincentlanci/
Boobs & Bullion: https://twitter.com/boobsbullion

Jim Hunter - Registered Commodity Broker with Allendale
Twitter: https://twitter.com/JimSuncomm1
Website: https://allendale-inc.com*Palisade Radio Links:*
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Tom welcomes back Simon Hunt to the show. They discuss various economic and geopolitical issues shaping the global landscape. Topics range from potential conflicts and their impact on markets to the shift towards physical assets and a gold-backed monetary system. Simon touches upon underreported inflation, economic instability in America, China's role in reshaping the global economy, potential crisis scenarios, and the importance of diplomacy versus war.

*Palisade Radio Links:*
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Simon is concerned about the risk of conflicts escalating, with Russia as a key player, and the emergence of gold-backed currencies to counteract perceived vulnerabilities in fiat currencies. Additionally, they discuss the significance of rising interest rates, potential crises, and implications for U.S. elections and global geopolitical outcomes. Throughout, Simon encourages caution and emphasizes the importance of understanding the underlying economic trends and geopolitical dynamics.

Time Stamp References:
0:00 - Introduction
0:46 - The World & War
5:38 - Equity Complacency
7:02 - Russia & Syria
9:17 - Economic Catalysts
14:32 - Serious Correction
18:18 - Leveraged Bank System
19:24 - Capital Shifts & China
22:57 - Gold Backed Currency
29:26 - Dollar & Rates
30:53 - Chinese Demographics
33:50 - China's Manufacturing
37:40 - Nuclear Energy
39:31 - China Debt
42:32 - Chasing Rainbows
44:30 - Europe In Recession
48:15 - Inflation Issues
52:25 - Expect More Unknowns
53:35 - Wrap Up

Talking Points From This Episode
- Geopolitical tensions could lead to significant market shocks in equity and base metal markets before mid-year due to underreported inflation and weak economic activity.
- Shift towards gold-backed currencies is inevitable as countries seek alternatives to perceived vulner..

Tom welcomes back Tony Greer from the Morning Navigator to delve into the various market trends and investment strategies. Greer, who is bullish on gold, S&P, industrial miners, and uranium, while bearish on bonds, shares his perspective on the current economic climate. He references the volatile year of 1994, when the Federal Reserve raised interest rates to combat inflation, and believes that if similar circumstances arise again, the Fed will respond with rate cuts, leading to a bullish stock market environment. The commodity sector, particularly natural resources and housing, has seen a significant shift from tech markets, which remain mixed or flat. Greer attributes this trend to potential geopolitical tensions and increasing ISM manufacturing figures, possibly pointing towards the early stages of a World War III scenario.

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Greer discusses his bullish stance on gold due to central bank buying and physical demand. While some may view the recent gold rally as a head fake, he remains committed to the precious metal. He believes that declining total gold ETF holdings could indicate less speculation and increased interest in physical gold ownership. The speakers also touch upon the potential implications of increasing national debt on the US dollar and the possibility that fiat currencies, including the US dollar, will decline against gold. They ponder if the current trends in oil, copper, and other commodities represent a cyclical shift from underinvestment to materials necessary for economic growth.

Throughout their discussion, they emphasize the importance of staying informed about market changes and adjusting investment strategies accordingly. Greer suggests repositioning portfolios towards natural resources and industrial sectors, de..

Tom welcomes back David Brady to discuss future market movements based on Fed decisions and current geopolitics. David suggests that investors should invest in physical silver and gold as a hedge against inflation, stock market crashes, and cyber attacks. He believes that the pullback from recent highs will be shallow but may require a big event to drive it. David mentions that some people are suggesting $100 silver is a slam dunk and that high beta miners are going to go through the stratosphere. David emphasizes that investing in these assets can be expensive, so people should pick an amount they feel comfortable with and buy as much as possible.

*Palisade Radio Links:*
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This episode also highlights the current equity market trends and how gold and silver are performing. David explains that the recent increase in the price of gold and silver is not due to a specific event but rather a collective reaction to the loss of confidence in the economy. He suggests that the price of gold and silver may continue to rise, as more people seek safety in these assets during times of uncertainty.

The interview also touches on the potential impact of the 2020 US presidential election on the value of gold and silver. David believes that the current economic and political environment may lead to a stock market crash and a subsequent decline in the value of assets like gold and silver, which would benefit their investors. However, he also mentions other potential risks facing the economy, such as the banking system, wars, and the loss of confidence in government institutions.

David believes that investors have good reason to be bullish on the current precious metal market conditions and expects continued growth in the coming years. However, he also acknowledges the potential ris..

Tom welcomes back Adam Hamilton, founder of Zeal LLC. a newsletter service and is a market speculator.

According to Hamilton, the recent rally in gold prices is primarily driven by fundamentals, technicals, and sentiment, with seasonality playing a small role. He noted that gold stocks are undervalued compared to gold prices, presenting a significant opportunity for investors.

Hamilton pointed out that physical demand, such as Indian weddings and Chinese New Year, contributes to the underlying strength of the gold market. However, he emphasized that sentiment and herd mentality are crucial factors in the current rally, particularly during the spring season when optimism and exuberance tend to increase.

*Palisade Radio Links:*
► Website & Newsletter: https://palisadesradio.ca
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Adam also discussed the Commitments of Traders Report (COT) and how it can be used to gauge market sentiment and identify potential trends in gold futures markets. He tracks changes in speculators' long and short positions over time to identify periods of buying or selling that may indicate a change in market sentiment or trend.

Hamilton also highlighted the importance of tracking gold ETF holdings as an indicator of investment demand for gold. However, he noted that it is essential to distinguish between physical demand and ETF demand when analyzing the gold market. He suggested breaking down western physical demand into categories such as bars and coins and foreign demand from regions such as Europe and Asia.

Hamilton believes that there is still significant potential for investment demand to drive up the price of gold, with speculators having only completed 55% of their total potential buying since the uptrend began in early October. He also pointed out that retail investors will drive the surge in demand for physical gold, leading to ..

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Created 3 years, 4 months ago.

93 videos

Category Business & Finance

Palisades Gold Radio is the largest online discussion platform for junior mining globally. Each week, we interview 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