Palisades Gold Radio

Stijn Schmitz welcomes Lobo Tiggre to the show. Lobo Tiggre is the founder of the Independent Speculator. The discussion explores the current state of commodities markets, with a particular focus on precious metals, energy, and geopolitical dynamics. Tiggre provides a nuanced perspective on the gold market, emphasizing that despite recent volatility, the long-term outlook remains positive. He argues that gold trading around $4,500-$4,700 is still a strong position, and the current correction should be viewed with perspective. The fundamental drivers for gold remain intact, including de-dollarization trends and global economic uncertainties. Regarding silver and platinum group metals, Tiggre believes they will not be left behind in the broader precious metals rally. He notes that silver is particularly volatile and can present unique buying opportunities during market corrections. For uranium and copper, he maintains a strongly bullish long-term outlook, viewing them as critical energy metals with structural supply constraints. The conversation delves into the geopolitical landscape, with Tiggre discussing how current global tensions are accelerating trends like de-dollarization and creating potential opportunities in various commodity markets. He emphasizes the importance of disciplined investing, advocating for a “buy low, sell high” approach and maintaining cash reserves to capitalize on market corrections. Timestamps: 00:00:00 – Introduction 00:01:05 – Market Volatility Discussion 00:04:14 – Gold Bull Market Fundamentals 00:06:59 – War’s Impact on Gold 00:09:30 – US Dollar Reserve Status 00:12:37 – Oil Market Complacency 00:20:14 – Disrupted Commodities Overview 00:21:16 – Silver Supply and Demand 00:27:02 – Gold Miners Risk Reward 00:32:45 – Copper Long-Term Outlook 00:38:32 – Nickel and Coal Thesis 00:41:09 – Uranium Investment Opportunities 00:45:59 – Wrap Up Guest Links: Website: https://independentspeculator.com X: https://x.com/duediligenceguy Facebook: https://www.facebook.com/louis.james.965580/ LinkedIn: https://www.linkedin.com/in/lobotiggre/ Lobo Tiggre, aka Louis James, is the founder and CEO of Louis James LLC, and the principal analyst and editor of IndependentSpeculator.com. He researched and recommended speculative opportunities in Casey Research publications from 2004 to 2018, writing under the name “Louis James.” While with Casey Research, he learned the ins and outs of resource speculation from the legendary speculator Doug Casey. Although frequently mistaken for one, Mr. Tiggre is not a professional geologist. However, his long tutelage under world-class geologists, writers, and investors resulted in an exceptional track record. A fully transparent, documented, and verifiable track record is a central feature of the IndependentSpeculator. Mr. Tiggre will put his own money into the speculations he writes about, so his readers will always know he has “skin in the game” with them.

John Feneck, CEO of Feneck Consulting Group and veteran precious-metals analyst, weighs in on critical minerals and defense metals. He spotlights massive upside in tungsten and names promising western plays. He discusses silver’s role in defense and a sizable personal allocation. He also outlines bullish gold forecasts and the market dynamics driving potential sector rotation.

David Woo, macro analyst and former Wall Street strategist, blends data-driven views with narrative flair. He discusses a potential multi-year US-China proxy conflict centered on Iran and control of the Strait of Hormuz. He also explains why gold has been behaving like stocks lately and outlines a bearish long-term view for oil amid rising non-OPEC production.

Trader Ferg, a full-time trader and Substack author known for niche commodity research. He highlights coal and corn as overlooked, cyclical opportunities. He links LNG damage and Red Sea disruptions to rising coal demand and warns fertilizer shortages could squeeze corn at planting. He also discusses gold’s role in de-dollarization and long-term bullishness for precious metals.

Gary S. Wagner, executive producer of TheGoldForecast.com and 35-year technical analyst, gives a compact tour of gold markets. He flags the 50-day moving average break as a potential pivot. He contrasts Fed rate pressure with Middle East tensions, explains miner underperformance versus bullion, and walks through candlestick and Fibonacci support levels and long-term bull considerations.

Jeffrey Christian, Managing Partner of CPM Group and longtime commodities analyst, offers big-picture takes on precious metals and geopolitics. He maps gold’s long-term bull trend and why central banks matter. He breaks down silver’s volatile, specialized market. He warns how Middle East tensions and deglobalization could ripple into oil, trade and reserves.

David Hunter, Chief Macro Strategist at Contrarian Macro Advisors with 25 years in investment management, outlines a dramatic market transformation. He discusses a near-term melt-up followed by a severe bust, reasons rates might fall despite deficits, and why commodities and industrials could dominate the next cycle. He also highlights gold’s potential multi-decade upside and timing challenges for capital preservation.

Martin Armstrong, CEO of Armstrong Economics and developer of the Economic Confidence Model, speaks on tangled geopolitics and monetary shifts. He discusses why Middle East conflicts may be prolonged. He warns of much higher oil prices and explains why nations are hoarding gold as a neutral hedge. He outlines pressures on sovereign debt and how monetary systems could fracture, with gold potentially reaching $10,000 by 2032.

Douglas Macgregor, retired U.S. Army colonel and decorated combat veteran, offers blunt geopolitical analysis. He argues the Iran conflict lacks a clear, achievable purpose. He warns of oil shocks, commodity inflation, and the rise of gold-backed alternatives as de-dollarization accelerates. He stresses the strategic need for control of critical minerals, fuel, food and defense supply chains.

Adrian Day, CEO of Adrian Day Asset Management and manager of the EuroPacific Gold Fund, is a longtime specialist in global and resource investing. He discusses why he is bullish on gold and the role of central banks and stablecoins as big, price-insensitive buyers. He covers silver’s physical deficit and industrial demand. He also highlights deep value across commodities and opportunities in gold mining stocks and non-US markets.