Palisades Gold Radio

Epizode

• 
  Justin Huhn: The Uranium Blow-Off Top, AI Hyper-Scalers & ‘Huge Value’ in The Miners 01.10.2026 52min

  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 high floors and often no ceilings, signaling a market where security of supply is beginning to outweigh price sensitivity. He notes that supply has failed to respond adequately to demand, with greenfield projects moving slowly, while a combination of reactor restarts, life extensions, and an unprecedented global build-out of around 80 reactors is underpinning a structural deficit that will persist for five to seven years. A major new demand driver is the entry of hyperscalers and big tech, who are not only signing power purchase agreements but also exploring SMRs, with hundreds of units in planning. Although SMR demand is conservatively modelled to materialize only after 2030, Huhn expects actual construction starts much sooner to trigger early fuel procurement, adding further competition for available pounds. On the supply side, he dismisses the notion that new mine supply will pressure prices, emphasizing that developers like NexGen are likely to sell responsibly into term markets on similarly bullish terms, meaning extra production will not dent the price trajectory. The spot market has been quiet, but Huhn views current equity weakness as a significant value opportunity, given the deep disconnect between physical market strength and stock prices. He advocates a dynamic trading approach that uses physical market signals, charting, and sentiment to trade around the core long-term bull thesis, which has allowed his portfolio to outperform in this environment. Ultimately, Huhn forecasts uranium prices well above $200 per pound, supported by inelastic demand and a multi-year supply gap, with the sector poised for a rerating as investors recognise that supply growth is necessary, not bearish, against massive nuclear energy expansion. Timestamps: 00:00:00 – Introduction 00:00:50 – Uranium Market Cycle 00:03:30 – Strong Bull Case 00:06:10 – Term Contract Trends 00:09:15 – Forward Market Indicators 00:10:57 – Nuclear Fuel Costs 00:18:15 – Global Nuclear Buildout 00:24:24 – Geopolitical Energy Security 00:28:42 – Small Modular Reactors 00:35:53 – Uranium Supply Landscape 00:36:07 – Mining Equities Opportunity 00:47:35 – Investment Strategies 00:51:45 – Concluding Thoughts Guest Links: Website: https://www.uraniuminsider.com Newsletter: https://www.uraniuminsider.com/newsletter X: https://x.com/UraniumInsider Justin is the Founder and Publisher of the Uranium Insider Pro Newsletter. Through the combination of rigorous fundamental analysis and Justin’s thorough understanding of technical analysis, determinations are made for select companies to be included on Uranium Insider Pro’s “Focus List,” as well as the most opportune times for entry or exit. Justin is frequently asked to offer his commentary on various media forums, including Crux Investor, Smith Weekly, Palisades Gold Radio, Mining Stock Education, and Mining Stock Daily. He also regularly participates in the post-earnings commentary that is broadcast immediately after industry majors release quarterly earnings. Justin is devoted to bringing value to those that are taking their first look at the uranium sector. Until July 2020, he distributed a complimentary newsletter as an educational tool to those investors seeking to familiarize themselves with the complexities and opportunities offered by the uranium sector and the uranium shares. Regrettably, the Uranium Insider Pro subscription letter’s subscriber growth and breadth no longer allow him to provide this tool. The success of Uranium Insider has been gratifying, and the emerging bull market in uranium continues to offer an unusually attractive risk:reward proposition for fellow contrarian investors.
• 
  John Feneck: Why These Critical Metals Will Explode Higher, ‘Uncharted Territory’ For Gold 01.10.2026 36min

  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. He highlights Fed Chair Worsh’s hawkish rhetoric as a temporary headwind but points to improving inflation data and a divided policy landscape. The bond market saw a notable intervention by Scott Besson in August, which briefly buoyed sentiment before the Fed’s Jackson Hole messaging reversed gains. Geopolitical tensions—wars in Ukraine and the Middle East, plus U.S. election uncertainty—create a favorable backdrop for gold, though markets have become somewhat desensitized. Shifting to mining equities, Feneck describes a hub-and-spoke portfolio strategy, using GDX and GDXJ as core holdings and adding select junior explorers and developers. Timestamps: 00:00:00 – Introduction 00:00:55 – Gold Market Fundamentals 00:01:40 – Fed Policy and Gold 00:04:22 – Treasury and Bond Markets 00:05:42 – Geopolitical Tensions Impact 00:09:46 – Gold Mining Sector Overview 00:12:48 – Junior Mining Stock Picks 00:19:45 – Development Projects Acquisitions 00:22:02 – Gold Price Targets Analysis 00:23:53 – Critical Minerals Investments 00:29:52 – Jurisdiction and Sovereignty Risks 00:32:11 – Investment Timeframes Outlook 00:35:36 – Concluding Thoughts Guest Links: X: https://x.com/feneckconsult YouTube: https://youtube.com/feneckcommoditiesreport LinkedIn: https://www.linkedin.com/company/feneckcommoditiesreport E-Mail: mailto:[email protected] Website/Newsletter: https://www.feneckconsulting.com/ Conference: https://topshelf-partners.com John Feneck’s upcoming conferences:Events are invitation only. If interested, please email John at [email protected] In September 2019 he founded Feneck Consulting Group, helping small- and mid-cap metals and mining companies raise brand awareness and advising high-net-worth advisors on market opportunities and risks. He holds Series 7, Series 63, CMFC and CIMA Level 1 certifications (though he is not a licensed advisor) and focuses on consulting. Based in Scottsdale, AZ, he’s a single dad to an 11-year-old daughter and spends weekends as a professional musician, athlete and traveler.
• 
  Florian Grummes: Food Shortages, Inflationary Spiral & Why Gold Miners Will Benefit ‘Tremendously’ 30.09.2026 46min

  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 Ponzi scheme,” delaying any systemic break. He sees the US midterm elections as a near-term uncertainty, expecting markets to struggle until then, followed by a possible year-end rally. On energy, he believes oil prices are being managed and warns that a proposed US diesel export ban could severely stress Europe, potentially leading to supply chain issues and food shortages, advising listeners to prepare by stocking essentials. Grummes remains bullish on oil producers, citing a strong uptrend, and foresees an inflationary spiral driven by rising bond yields and money supply expansion. He emphasizes that gold’s fundamental drivers are intact: central bank buying, Asian demand, a shift from bonds to precious metals, and ongoing liquidity injections. Technically, gold is in a correction since January, with support around $4,000; a break below could target $3,500, but he views dips as buying opportunities. He highlights the long-term secular bull market in gold and expects miners to benefit from healthy margins and strong balance sheets, though near-term tax-loss selling may create pressure. For mining investments, he stresses the importance of management track record, jurisdictional safety, concentrated portfolios, and having an exit strategy. He favors stocks with declining volume on pullbacks, indicating weak hands are being squeezed out. Grummes concludes by inviting listeners to his website and Substack for daily and weekly analysis. Timestamps: 00:00:00 – Introduction 00:00:40 – Current Market Overview 00:01:49 – Paper Ponzi Scheme Concerns 00:02:43 – Middle East Energy Disruptions 00:03:38 – Midterm Elections Impact 00:06:28 – US Geopolitical Weakness 00:09:12 – Diesel Export Ban Feasibility 00:10:10 – Oil Producers Outlook 00:11:24 – Preparing for Supply Shortages 00:12:50 – Economic Slowdown Implications 00:16:22 – Fiat Currency Debasement 00:20:48 – Gold Market Fundamentals 00:28:10 – China Gold Trade Strategy 00:33:16 – Gold Miners Opportunities 00:37:47 – Investment Pitfalls Advice 00:42:38 – Stock Setup Opportunities 00:43:45 – Concluding Thoughts Guest Links: Website: https://www.midastouch-consulting.com X: https://twitter.com/FlorianGrummes Substack: https://substack.com/@midastouchconsulting Telegram: https://t.me/MidasTouchConsulting Free Newsletter: http://eepurl.com/d5Euf LinkedIn: https://www.linkedin.com/in/floriangrummes/ Seeking Alpha: https://seekingalpha.com/author/florian-grummes Facebook: https://www.facebook.com/Midastouchconsulting Florian Grummes is an independent financial analyst, advisor, consultant, mentor, trader & investor as well as an international speaker with more than 30 years of experience in financial markets.  Florian is the founder and managing director of his company Midas Touch Consulting, which is specialized in trading & investments as well as consulting, analysis & research with a focus on precious metals, commodities and digital assets. Via Midas Touch Consulting he is publishing daily and weekly gold, silver, bitcoin & cryptocurrency analysis for his numerous international readers. Florian is well known for combining technical, fundamental/macro and sentiment analysis into one often accurate conclusion about the markets.
• 
  Rick Rule: A ‘Generational Opportunity’ In Gold Miners, ‘Substantially’ Higher Gold Prices Ahead 25.09.2026 56min

  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 now, geopolitical war zones and lesser-known jurisdictions like Ivory Coast and Kazakhstan present unique opportunities. Addressing gold, Rule expresses a substantially higher outlook over five years, though he warns of short-term headwinds from rising US interest rates. He draws parallels to the 1970s, explaining that high interest rates and a rising gold price can coexist if driven by inflation fears, but also highlights the current environment’s worse government debt ratios and less favorable demographics, balanced by technological advances. The conversation shifts to gold miners, with Rule bullish on their potential to outperform the metal due to structural underinvestment in exploration, driving significant merger and acquisition activity. He identifies strategic, tactical, and arbitrage-driven acquisitions as key themes for the sector, noting that single-asset producers are prime takeover targets. On energy, Rule remains long-term bullish on oil due to chronic underinvestment in sustaining capital, though he cautions that a near-term resolution to geopolitical conflicts could cause a sharp price drop. He concludes with advice for resource investors: do the necessary fundamental work, maintain patience for multi-year holds, and cultivate tolerance for volatility. Finally, Rule directs listeners to his free resources at ruleinvestmentmedia.com, the Rule Classroom, and his bank, Battle Bank. Timestamps: 00:00:00 – Introduction 00:01:03 – Preparing for Market Volatility 00:04:31 – Investing in Hated Sectors 00:05:28 – Raising Cash for Opportunities 00:07:53 – Gold Price Outlook 00:11:12 – Parallels to the 1970s 00:12:30 – Technology and Demographics 00:17:30 – Debt, Inflation, & GDP 00:22:04 – Gold as Portfolio Liquidity 00:31:30 – Gold Miners Leverage Potential 00:33:00 – Mining M&A Opportunities 00:46:00 – Energy Sector Analysis 00:52:50 – Rule Investment Media Guest Links: X: https://x.com/@realrickrule Website: https://ruleinvestmentmedia.com YouTube: https://www.youtube.com/@RuleInvestmentMedia Classroom: https://ruleclassroom.com Battle Bank: https://battlebank.com Rick Rule has dedicated his entire adult life to many aspects of natural resources securities investing. Besides the knowledge and experience gained in a long and focused career, he has a global network of contacts in the natural resources and finance sectors. Mr. Rule is a frequent speaker at industry conferences and is regularly interviewed for radio, television, print, and online media outlets concerning natural resources investment and industry topics. Prominent natural resources-oriented newsletters and advisories frequently quote him. Mr. Rule and his team have expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water.
• 
  Col. Douglas Macgregor: This Is a ‘Complete Disaster’ – The Energy Crisis Will Get Much Worse 24.09.2026 42min

  Stijn Schmitz welcomes back Colonel Douglas Macgregor to the show. Mr. Macgregor is a 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 holds the strategic initiative, effectively controlling oil traffic in the Strait of Hormuz. He estimates that only a fraction of normal oil shipments are moving, with tankers forced to pay tolls to Iran, while simultaneous U.S. efforts to punish compliance have made insurance impossible. The disruption extends to the Red Sea, where attacks on infrastructure have halted Saudi oil shipments to Europe, potentially removing 35% of the world’s oil from the market. This energy shock is only beginning to be felt in Europe and has prompted discussions in the U.S. about banning diesel exports, a move Macgregor sees as indicative of the crisis’s severity. The conversation expands to the broader geopolitical and financial implications. Macgregor argues that the petrodollar system is effectively dead, with the U.S. waging war to restore dominance, particularly against Iranian resistance. He criticizes the American tendency to project its own mindset onto nations like China and Russia, leading to strategic miscalculations. He warns that President Trump’s rhetoric suggests a dangerous escalation, potentially including nuclear options, which would finish off the global energy structure. Macgregor sees the markets as grossly underestimating the potential for complete disaster, making gold an essential investment. He notes that central banks continue to stockpile gold and that the BRICS nations are actively building parallel financial structures to circumvent the dollar, a trend forced by U.S. sanctions. He concludes that the West, particularly the U.S., faces a period of extreme internal turmoil, driven by an energy crisis, political corruption, and a public insulated from the consequences of endless wars. Guest Links: Website: https://douglasmacgregor.com X: https://x.com/DougAMacgregor Substack: https://substack.com/@coloneldoug YouTube: https://www.youtube.com/@macgregorwarriordiplomacy Articles: https://breakingdefense.com/author/doug-macgregor/ Douglas Macgregor is a decorated combat veteran, an author of five books, a PhD, and a defense and foreign policy consultant. Macgregor was commissioned in the Regular Army in 1976 after 1 year at VMI and 4 years at West Point. In 2004, Macgregor retired with the rank of Colonel. In 2020, the President appointed Macgregor to serve as Senior Advisor to the Secretary of Defense, a post he held until President Trump left office. He holds an MA in comparative politics and a PhD in international relations from the University of Virginia. Macgregor is widely known inside the U.S., Europe, Israel, Russia, China and Korea for both his leadership in the Battle of 73 Easting, the U.S. Army’s largest tank battle since World War II, and for his ground breaking books on military transformation: Breaking the Phalanx (Praeger, 1997) and Transformation under Fire (Praeger, 2003). Macgregor’s recommendations for change in Force Design and “integrated all arms-all effects” operations have profoundly influenced force development in Israel, Russia and China. In 2010, Macgregor traveled to Seoul, Korea to advise the ROK Ministry of Defense on force design. In 2019, Transformation under Fire was selected by Lt. Gen. Aviv Kohavi, Chief of the Israeli Defense Force (IDF), as the intellectual basis for IDF transformation. His fifth book, Margin of Victory: Five Battles that Changed the Face of Modern War from Naval Institute Press is available in Chinese, as well as, English and will soon appear in Hebrew. In 28 years of service Macgregor taught in the Department of Social Sciences at West Point, commanded the 1st Squadron, 4th Cavalry, and served as the Director of the Joint Operations Center at SHAPE during the 1999 Kosovo Air Campaign for which he was awarded the Defense Superior Service medal. In January 2002, at Secretary of Defense Donald Rumsfeld’s insistence the USCENTCOM Commander listened to Colonel Macgregor’s concept for the offensive to seize Baghdad. The plan was largely adopted, but assumed no occupation of Iraq by U.S. Forces. Macgregor has also testified as an expert witness before the Senate and House Armed Services Committees and appeared as a defense analyst on Fox News, CNN, BBC, Sky News and public radio. He is fluent in German.
• 
  Michael Gentile: Gold Suppression, Bond Markets ‘Revolting’ & Why Juniors Will Outperform 19.09.2026 50min

  Stijn Schmitz welcomes back Strategic Investor and Co-Founder of Bastion Asset Management, Michael Gentile to the show. Michael 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, having made his largest-ever quarterly allocation to junior mining companies during the recent downturn. He argues that the fundamental drivers for gold remain firmly intact, pointing to unsustainable global debt levels and a revolt in the bond markets as investors increasingly seek hard assets over devaluing paper currencies. He anticipates that central banks will eventually be forced to intervene to suppress bond yields, an action he believes will serve as turbo fuel for gold prices. Gentile sees a historic opportunity in junior mining equities, which he believes are dramatically undervalued relative to the gold price. He explains that while all-in mining margins have expanded massively, the market is still pricing many in-ground ounces at the same low levels seen when margins were a fraction of what they are today. Recent high-profile acquisitions at valuations of five to six hundred dollars per ounce validate his thesis that a significant re-rating is possible for quality assets currently trading at a steep discount. His investment strategy focuses on identifying assets with the scale, grade, and infrastructure to become actual mines, thinking like a major mining company would. He prioritizes projects that are already economic at lower gold prices and possess substantial exploration upside. For portfolio management, he limits initial positions to one percent of his net worth, aiming for a significant ownership stake, and only allocates follow-on capital to companies that continue to execute and advance toward becoming a mine. He also highlights his efforts to create synergies by marketing his portfolio companies collectively to investors. Timestamps: 00:00:00 – Introduction 00:00:46 – Gold Price Consolidation 00:03:20 – Recent Mining Investments 00:06:43 – Bond Markets Driving Gold 00:11:25 – Central Bank Gold Buying 00:14:30 – Money Supply Acceleration 00:18:15 – Global Debt Problems 00:20:40 – Gold Miners Leverage Opportunity 00:26:24 – Company Selection Criteria 00:30:16 – Portfolio Management Strategy 00:36:00 – Metal Prices & Margins 00:39:24 – Commodities and Derisking 00:42:24 – Reallocating Capital 00:48:35 – European Roadshow Details Guest Links: LinkedIn: https://www.linkedin.com/in/michael-gentile-01028552 Website: https://www.bastion-am.com/ Mining & Metals European Roadshow: https://saturdaymorningmining.subscribepage.io/ Michael Gentile, CFA is Founding Partner & Senior Portfolio Manager at Bastion Asset Management. Before founding BAM, Michael was Vice President and Senior Portfolio Manager at Formula Growth Ltd for over 17 years. Michael co-managed the FG Alpha Fund (US SMid equity market neutral) between 2012 and 2018, co-managed the FG Focus Fund (US SMid long short strategy) between 2014 and 2018. Since leaving FG in 2018, Michael has been very successful investing in the gold sector also acting as Strategic Advisor and Director for several companies in the natural resource sector. Michael graduated with Great Distinction from the John Molson School of Business (Concordia University) with a Bachelor of Commerce (Finance) and received the Calvin Potter Fellowship from Concordia’s Kenneth Woods Portfolio Management Program. He also holds the Chartered Financial Analyst designation (CFA)
• 
  Dr. Mark Thornton: Rigged Markets, Why The Real Bubble Is In Government Bonds & Revaluing Gold 17.09.2026 55min

  Stijn Schmitz welcomes back Economist and Senior Fellow from the Mises Institute, Dr. Mark Thornton. He 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 consequences, which have disrupted diesel, crude oil, and fertilizer production. This creates a global pinch on agriculture and mining, threatening food supplies and crop yields, while strategic energy reserves are depleted, leaving economies vulnerable. The resulting higher fuel and food prices are squeezing consumers worldwide, whose wages are failing to keep pace with inflation, leading to a systematic harm of the working class while asset bubbles benefit the wealthy. The discussion turns to the unsustainable sovereign debt bubble, with Dr. Thornton noting that when government debt exceeds 100% of GDP, economies become trapped, risking either a deflationary depression or a hyperinflationary collapse. He sees the current fiat money system as steering toward the latter, especially if central banks are forced to monetize debt to suppress rising yields. Unlike the post-World War II era, when the U.S. grew out of its debt through demobilization and global demand, today’s conditions make a similar escape unlikely without drastic government restructuring. On a more constructive note, Dr. Thornton is bullish on gold and silver, citing fundamental support from ongoing central bank purchases and restricted mining supply. He anticipates that once short-term speculators re-enter the market, precious metals and mining stocks could see a significant upswing. He also suggests the possibility of a government-led gold revaluation as a short-term political tactic, though it would not solve long-term structural problems. Timestamps: 00:00:00 – Introduction 00:01:12 – Socialist Policies Driving Crisis 00:04:36 – Middle East Energy Disruptions 00:08:18 – Global Supply Chain Pressures 00:12:40 – Food Supply and Agriculture Risks 00:18:00 – Consumer Squeeze and Debt 00:23:50 – Government Debt Bubble Analysis 00:28:36 – Hyperinflation Risks Ahead 00:33:55 – Post-WWII Debt Lessons 00:39:23 – Gold Bull Market Drivers 00:49:33 – US Gov’t and Rising Gold 00:53:08 – Mises Institute Wrap Up Guest Links: Website: https://mises.org X: https://x.com/DrMarkThornton E-Mail: mailto:[email protected] YouTube: https://www.youtube.com/results?search_query=mark+thornton+minor+issues Dr. Mark Thornton is a Senior Fellow at the Mises Institute and formerly held the Peterson-Luddy Chair in Austrian Economics. He hosts the podcasts Minor Issues and Unanimity and is Book Review Editor of the Quarterly Journal of Austrian Economics. His books include The Economics of Prohibition, Tariffs, Blockades, and Inflation, The Bastiat Collection, and The Skyscraper Curse. He has served on multiple editorial boards, taught economics at several universities, and worked as Assistant Superintendent of Banking and adviser to Alabama Governor Fob James. He holds degrees from St. Bonaventure University and Auburn University and has debated the “War on Drugs” at the Oxford Union. Dr. Thornton has been featured in major outlets such as The Economist, Forbes, New York Times, Wall Street Journal, and USA Today, along with numerous international and regional newspapers. His commentary appears regularly on the Mises Institute’s platforms and on programs such as Boom-Bust, the Tom Woods Show, and the Scott Horton Show.
• 
  Doomberg: ‘Mad Max Style’ Great Reset, $150 Oil & ‘On The Tipping Point’ in Middle East 16.09.2026 48min

  Stijn Schmitz welcomes Doomberg to the show. Doomberg is the Head Writer For The Doomberg Team and the 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, the pipeline attack pushes an already stressed system into a red zone, with Brent crude nearing demand destruction levels. The core risk, however, extends beyond oil flows. Doomberg describes Arab Gulf states as metastable constructs propped up by the illusion of U.S. military hegemony. The rapid territorial gains by the Houthis in Yemen represent a potential catalyst for a sudden collapse of this perceived stability, where the common knowledge that a regime is weak can trigger rapid, systemic change. He suggests the possibility of a Saudi leadership crisis, such as MBS fleeing, is a low-probability but enormously consequential event that markets may be underpricing. The discussion shifts to the war in Ukraine, where Doomberg predicts a devastating Russian strike on energy infrastructure, citing public Russian military orders and U.S. intelligence warnings. He notes that attacks on refineries paradoxically cap crude oil prices while causing diesel crack spreads to explode, as refineries are the sole customers for crude. This dynamic, combined with refineries running at dangerous capacity, creates acute tightness in refined products. Doomberg emphasizes that in conflicts, victory often belongs to the side with higher pain tolerance, and he assesses that Iran and the Houthis can endure far more hardship than Western consumers. He warns that the convergence of these crises in the Middle East and Ukraine, alongside reckless rhetoric from NATO-aligned nations, creates a genuine risk of uncontrollable global escalation. Timestamps: 00:00:00 – Introduction 00:00:54 – Saudi Pipeline Attack Analysis 00:03:12 – Metastable Gulf States Risks 00:09:53 – Houthi Advances and Maps 00:20:40 – Russia Ukraine Energy Strikes 00:27:48 – Pain Tolerance in Wars 00:34:09 – Refineries and Crack Spreads 00:43:57 – China Oil Demand Shifts 00:46:10 – Alberta Natural Gas Outlook 00:47:17 – The Doomberg Substack Guest Links: Substack: https://doomberg.substack.com X: https://x.com/DoombergT Website: https://doomberg.com Doomberg is the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and c-suite executives. Its principals apply their decades of experience across heavy industry, private equity, and finance to deliver innovative thinking and clarity to complex problems.
• 
  Francis Hunt: Why Silver Just Broke Out, The End of Cycle & Western Collapse 10.09.2026 58min

  Stijn Schmitz welcomes back Francis Hunt “The Market Sniper” to the show. Francis 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 the dollar, driven by unsustainable debt, eroding rule of law, and diminishing global trust. Hunt believes the US is in the final injury time of its economic dominance, with a major crisis likely within three years, leading to a severe contraction in asset values, credit, and living standards. Technically, Hunt identifies a re-engagement of precious metals, noting that gold and silver have broken out of falling wedge continuation patterns and are resuming their uptrends. He points to silver showing relative strength and expects both metals to trade higher into year-end, though not yet reaching extreme targets. His macro technical structure for silver targets $330 and eventually four-digit prices, while gold is also set for substantial gains. He views the current correction as a healthy pause before the next major leg up. Hunt frames gold as the “king” of anti-fiat assets, with silver and miners following. He warns that the coming economic collapse will be global but centered on the West, triggering a parabolic rise in precious metals as fiat currencies debase. He advises heavy allocation to physical metals, far beyond typical portfolio percentages, as protection against systemic risks including potential capital controls, digital currency mandates, and wealth confiscation through unrealized capital gains taxes. Hunt also sees opportunity in precious metals miners and emphasizes the importance of geographic diversification away from Western epicenters. He concludes that building and preserving wealth through this period is not greed but a necessity for survival and maintaining quality of life. Timestamps: 00:00:00 – Introduction 00:01:10 – Current Market Trends Radar 00:03:30 – Precious Metals Charts Analysis 00:09:50 – Gold Silver Ratio Discussion 00:14:50 – Macro Empire Collapse Themes 00:24:02 – Financial Crisis Timeline 00:34:20 – Gold Remonetization Possibilities 00:38:27 – Precious Metals Miners Outlook 00:42:07 – Rerating of Precious Metals 00:44:46 – Global Economic Contagion 00:47:28 – Wealth Preservation Strategies 00:53:53 – The Market Sniper Guest Links: X: https://x.com/themarketsniper X: https://x.com/thecryptosniper Website: https://themarketsniper.com YouTube: https://www.youtube.com/user/TheMarketSniper Francis is a trader, first and foremost. Unlike most educators in the trading space, Francis walks the walk and talks the talk, with 30 years of experience trading his personal capital on various markets and instruments. Through this passion for trading and his relentless study of markets and economic theory, he uses the Hunt Volatility Funnel trading methodology, a systemized approach, to answer the critical question: What is the next most profitable trade? He believes the actual price of an asset is the most accurate reflection of all the factors that influence it. Practical technical analysis, the study of price action over time, is needed to formulate profitable trade ideas. Indeed, with all the market manipulation and high-frequency trading operations currently in play, technical analysis is all that can be relied upon when it comes to formulating future price trends. A trained eye can often spot such manipulative practices, as is the case with HVF traders. Therefore, the HVF methodology is based purely on technical analysis. Francis is passionate about sharing his knowledge and understanding of markets by utilizing his HVF trading methodology. With entertaining anecdotes and the careful guidance of his students, he has already trained a large community of hundreds of traders and helped them transform from complete newbies to seasoned trading professionals. He genuinely loves sharing his knowledge and strategies with others who are committed to finding freedom through trading. Plus, teaching strengthens his trading abilities while helping to build a vibrant community of successful traders.
• 
  Marc Faber: Imminent Financial Collapse, Money Printing & Gold 08.09.2026 49min

  Stijn Schmitz welcomes back Contrarian Investor and Publisher of the Gloom, Boom, & Doom Report Marc Faber to the show. Faber opened the discussion by emphasizing the unprecedented complexity facing economists and investors today, driven by a confluence of dismal fiscal situations in Western democracies, geopolitical tensions, and the central role of central banks in financing massive deficits. He questioned whether Western economies have experienced real growth over the last 20 years or merely nominal expansion fueled by money printing, which has inflated asset prices for the wealthy while eroding the purchasing power and living standards of the middle and lower classes. Faber argued that this monetary inflation, which began in earnest with quantitative easing, is a path to societal disaster that cannot be stopped without causing pain that democracies will not accept. He asserted that the current multi-decade bull market in assets will inevitably end in a significant crash, and the key question for investors is how to lose the least amount of money when it does. While he acknowledged the US Treasury market remains healthy for now, he cast doubt on official inflation figures, suggesting real cost-of-living increases are much higher. On gold, Faber reiterated his long-standing advice that individuals should act as their own central banks and consistently accumulate physical gold as a store of value, noting it may decline less than other assets like AI and semiconductor stocks in a crash. He also warned of the risk that governments could outlaw private gold ownership, as they restricted freedoms during COVID. Faber concluded by noting that in real terms, energy and agricultural commodities are historically cheap, but he stressed that in a debt deflation, nearly all asset prices would fall, making capital preservation the paramount concern. Timestamps: 00:00:00 – Introduction 00:01:04 – Key Economic Trends Focus 00:05:31 – Real vs Nominal Growth 00:09:19 – Capitalism and Market Reforms 00:14:40 – Money Printing Unsustainability 00:15:40 – Debt & Economic Growth 00:17:40 – Future Asset Bubble Crash 00:20:48 – US Treasury Market Health 00:22:30 – Inflation Measurement Issues 00:29:06 – Gold as Value Store 00:35:49 – Correction in Asset Prices 00:38:12 – Energy Markets Outlook 00:44:37 – Gloom Boom Doom Report 00:47:33 – Concluding Thoughts Guest Links: Website: https://www.gloomboomdoom.com/ X: https://x.com/gloomboomdoom Dr. Marc Faber was born in Zurich, Switzerland. He went to school in Geneva and Zurich and finished high school with the Matura. He studied Economics at the University of Zurich and, at the age of 24, obtained a Ph.D. in Economics magna cum laude. Between 1970 and 1978, Mr. Faber worked for White Weld & Company Limited in New York, Zurich, and Hong Kong. Since 1973, he has lived in Hong Kong. From 1978 to February 1990, Marc was the Managing Director of Drexel Burnham Lambert (HK) Ltd. In June 1990, he set up his own business, publishing a widely read monthly investment newsletter, “THE GLOOM BOOM & DOOM,” a report highlighting unusual investment opportunities. Dr. Faber is also the author of several books, including “TOMORROW’S GOLD – Asia’s Age of Discovery,” first published in 2002 and highlighted future investment opportunities. “TOMORROW’S GOLD” was on Amazon’s bestseller list and translated into Japanese, Korean, Thai, and German. Marc is also a regular contributor to several leading financial publications around the world. In addition, Dr. Faber is a frequent speaker at various investment seminars and is well known for his “contrarian” investment approach.
• 
  Don Durrett: Gold Miners ‘The Most Asymmetric Upside’ & The Point of No Return for Gold 05.09.2026 53min

  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 interventions signal the start of stage five. This deteriorating bond market confidence, he argues, creates an extremely asymmetric opportunity for gold and silver, with gold's floor around $3,750 and a long-term target of $15,000, while silver could reach between $200 and $500. Durrett sees the current gold bull market as having started in early 2020, with the real momentum beginning in 2024. He expects a near-term correction in gold back toward the $4,200 level before a powerful second leg higher begins around November or December. This second leg, he emphasizes, is historically the easiest and most profitable phase because it is when mining stocks finally begin to outperform the metals, attracting broader investor interest. He notes that miners only started outperforming gold in July, a development he links directly to the onset of government bond market interventions. The conversation highlights the significant leverage available in precious metals miners due to the sector's small universe of quality producers. Durrett explains his speculative, buy-the-dip approach, aiming for multi-bagger returns and managing a portfolio of over 170 stocks with an expectation that 30% will disappoint. He stresses the importance of patience, selling underperforming "dogs" for tax-loss purposes, and not taking profits too early in what he views as a paradigm-shifting, one-time trade. He concludes by directing experienced investors to his data tool, Goldstockdata.com, and newcomers to his book for foundational education on analyzing mining stocks.
• 
  Mario Innecco: Imminent Financial Repression, Decade-Long Bear-Market for Bonds & Gold 31.08.2026 53min

  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 1981, is definitively over, and this shift will fundamentally reallocate capital toward hard assets like gold, silver, and other commodities. The core problem, he explains, is an unprecedented global debt bubble. Western nations, particularly the United States, are trapped in a debt-based fiat currency system where ever-increasing debt requires more debt issuance to service, creating a vicious cycle now exacerbated by rising interest rates. This situation, he believes, will force governments into financial repression, eroding purchasing power and driving investors toward gold and silver as timeless stores of value that cannot be printed. The discussion highlights Japan as a critical "canary in the coal mine," with its carry trade and the potential repatriation of capital posing a systemic risk to interconnected global financial markets. Innecco suggests that the ultimate solution to this monetary instability will be a return to gold as a settlement asset, a move already being pioneered by China and the BRICS nations. He views the pure fiat currency era since 1971 as a historical aberration that is nearing its end. For investors, he sees significant upside not only in physical gold and silver but particularly in undervalued mining stocks, which offer substantial leverage. While gold and silver are expected to lead, he also notes strong potential in other commodities like copper, tungsten, and oil, all supported by supply constraints and the global trend toward resource sovereignty.
• 
  Willem Middelkoop: The Next Financial Crisis, ‘Perfect Storm’ For Commodities & Mining Discoveries 27.08.2026 49min

  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 support, particularly in the Middle East. This shift from an era of cooperation to confrontation is driving a fundamental change in capital flows, with generalist investors beginning to move away from paper assets like U.S. Treasuries toward hard assets. He notes that foreign ownership of U.S. debt has fallen below thirty percent, a situation he describes as "Weimar Lite," where the Federal Reserve is increasingly forced to monetize government debt. This environment explains the strong performance of gold, which is being reintroduced into the monetary system without official decree, primarily through record central bank purchases. China alone is buying sixty percent of the world’s annual mine production outside its borders. While Middelkoop does not foresee a hyperinflationary collapse, as the U.S. retains powerful tools like revaluing its gold holdings, he believes a new financial crisis is likely in the coming years. In such a crisis, he expects central banks to play the "gold card," driving a significant revaluation. This outlook informs his investment strategy, which focuses on hard assets including real estate, physical gold and silver, Bitcoin, and high-quality equities. Shifting to the mining sector, Middelkoop highlights the exceptional opportunity in gold producers, which are generating record free cash flow yet trade at historically low valuations. His fund, however, specializes in discovery investing, concentrating on a select portfolio of world-class tier-one and tier-two discoveries. He emphasizes that the key to outsized returns is maintaining a long-term position in a major discovery, allowing value to compound over decades as the deposit is developed into a producing mine. This patient, concentrated approach involves taking significant stakes in companies after the initial discovery hype and supporting them through to production.
• 
  Matthew Piepenburg: ‘Screaming Indicators’ For Gold’s Rise & Generational Wealth Creation 26.08.2026 1h 11min

  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 end, and believes conditions today are stronger than the 1970s run, driven by $265 trillion global debt, negative real rates, and currency debasement. He contends that governments and central banks have narrowed options and increasingly rely on hidden QE, misleading inflation and employment data, and dollar debasement to manage debt, while Main Street suffers a real recession and middle-class erosion, and stock market gains mostly benefit top wealth. Piepenburg highlights central bank gold accumulation at record levels, especially after dollar weaponization, as a sign gold is replacing Treasuries as global collateral. He notes the shift in physical gold flows from Western exchanges to Eastern central banks and sovereign funds, and the development of Shanghai-Hong Kong physical settlement, challenging paper price discovery. He expects continued eastward shift, not dollar collapse, but a significant repricing. He discusses possible US gold revaluation, either marking gold certificates to market or letting gold run, as a form of "gold QE" that would further debase the dollar. He sees miners as leveraged opportunity after sentiment lows, and stresses patience and education. For high-net-worth investors, physical gold outside the banking system in Switzerland and Singapore serves as wealth preservation. He closes that gold won’t get one rich quickly but protects from getting poor.
• 
  Michael Oliver: ‘Nuclear Event’ Hitting US Markets & Silver ‘Most Explosive’ Upside 22.08.2026 48min

  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 has collapsed and is currently trading near 9%. Oliver pointed to a critical technical breakout occurring in the GDX-to-gold spread, which is moving above a 13-year resistance range. This breakout, he argued, is a powerful signal not just for miners to vastly outperform the metal, but also for an impending dramatic price advance in gold itself, as the spread only rises during precious metals bull runs. The conversation shifted to the broader macroeconomic backdrop, where Oliver identified a "nuclear" government bond crisis as the primary catalyst. He warned that the US Treasury market is far larger than the stock market and is now slipping into quarter-century lows in price, reflecting extreme distrust among investors. Oliver stated that central banks will have no choice but to print money aggressively to defend their debt markets, which will further degrade the currency unit and propel gold higher. He believes this environment will force large asset managers to rotate out of an overvalued stock market, where key financial sector ETFs are showing imminent technical breakdowns, into a vastly underpriced commodity sector. Regarding other commodities, Oliver maintained that silver is the single most explosive market, being historically repressed relative to gold and the broader money supply. He suggested that if silver merely caught up to the rise seen in other metals since the 1980s, a price of $500 would not be shocking. On oil, he argued it remains vastly underpriced relative to both its historical highs and the decay of the dollar, predicting a broad repricing of commodities as an asset class. Finally, Oliver cautioned that the US dollar index is on the verge of a sharp decline, breaking down from a year-long consolidation, which could accelerate gold’s rally and inflict further damage on US equities.
• 
  Henrik Zeberg: Why The Stock Market Will ‘Blow-off Top’ Next Quarter | Recession Worse Than 2008 21.08.2026 56min

  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 in a particularly fragile state, with depleted savings, rising credit card delinquencies, and housing affordability at crisis levels, all pointing to an imminent economic rollover. Zeberg explains that the current cycle mirrors past business cycles, where high rates and inflation eventually stall growth. However, this time the situation is exacerbated by the massive debt accumulation enabled by years of quantitative easing and artificially suppressed rates. The unwinding of these distortions will be severe, combining elements of both the 2000 tech bust and the 2008 financial crisis, but likely worse due to opaque private credit risks and the psychological impact of recent inflation on consumer behavior. Gold is expected to face headwinds initially as a liquidity crunch and a strengthening US dollar cause a pullback, potentially to $3,100 or lower. However, once the Federal Reserve is forced to intervene aggressively with yield suppression, gold will enter a powerful rally, potentially rising fivefold in a few years and outperforming equities dramatically. Zeberg sees this as a buying opportunity for physical gold, recommending dollar-cost averaging. Silver and gold miners will also benefit, though they may suffer during the initial downturn. Zeberg advises listeners to prepare for a significant stock market decline, suggesting that taking profits now and developing a contingency plan is prudent. While the US dollar may be the best near-term safe haven, precious metals and commodities will be the ultimate beneficiaries when the Fed steps in for real. He encourages following his work through Swissblock’s services and his Substack for ongoing analysis.
• 
  Art Berman: Iran War Causing ‘Phase-Shift’ in Oil Markets, ‘Will Never’ Return to Normal 20.08.2026 1h 26min

  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 significant demand destruction, particularly in China, and the critical role of inventories. Using an analogy of a savings account versus a paycheck, he distinguishes between strategic and commercial reserves, noting that ample inventories have cushioned the market, preventing oil prices from spiking as they did during the Ukraine war when stocks were dangerously low. However, he warns that this cushion is finite and being drawn down at an alarming rate, with his comparative inventory model suggesting severe price pressures could materialize by November. The discussion highlights the profound risks associated with shut-in production, where wells may never return to prior output levels due to complex subsurface physics. Berman describes the situation as a permanent "phase shift," arguing the global oil system is fragmenting into distinct geopolitical blocs and will never revert to its pre-war state. He emphasizes that alternative supplies are not a simple solution because crude oil quality varies dramatically; light U.S. shale oil cannot easily replace medium-grade Persian Gulf crude required by many refineries. Looking at the longer term, Berman frames oil as a mature, declining resource, stating that civilization must eventually adapt to the end of perpetual growth, a transition that will fundamentally reshape society. He concludes by offering his consulting services for those needing deep analysis of energy markets and geopolitics.
• 
  Ted Oakley: ‘An Accident Waiting To Happen’, Why You Need to Own Hard Assets & Oil and Gas 18.08.2026 50min

  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 moves, often using leverage and options—which he views as risky. He notes that his firm recently bought back gold, silver, and mining stocks after significant corrections, considering them cheap on a cash flow basis, and continues to hold energy positions. Oakley expresses caution regarding certain AI-driven tech companies, citing concerns about debt levels, earnings quality, and the sustainability of current growth. He sees parallels to the late 1990s and the potential for revaluation if commercial viability falters. He advocates maintaining liquidity to seize opportunities during market dislocations, often holding substantial short-term treasuries alongside gold as a currency hedge against dollar depreciation and long-term inflationary pressures from rising government debt and deficits. The conversation turns to gold, with Oakley viewing the recent pullback to around $4,000 as a buying opportunity for those with a multi-year outlook, expecting much higher prices driven by central bank purchases and de-dollarization trends. He sees gold miners and royalty companies as undervalued, noting strong balance sheets and wide profit margins relative to extraction costs. Silver is also considered attractive, though more volatile. On energy, Oakley highlights the sector’s profitability even at moderate oil prices and the structural supply constraints from underinvestment. He recommends a diversified approach across producers, pipelines, and service companies, focusing on quality names bought at a discount to intrinsic value. He also discusses critical minerals and iron ore as part of a broader hard asset strategy to protect against currency debasement. Oakley concludes by describing Oxbow Advisors’ transparent, client-focused approach, available through their website and other public channels.
• 
  Peter Carlin: Why The Financial System is Imploding, The Rise of Gold & Oil Shortages 10.08.2026 1h 1min

  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 Western refineries and the sweet crude that is more readily available. The US Strategic Petroleum Reserve is being heavily drawn down, particularly its sour component, to feed refineries and supply Europe, while refinery utilization rates in America are running unsustainably high, threatening system integrity. He notes that the situation is fluid and that any return to normal is unlikely; the geopolitical landscape has fundamentally shifted, with the US military presence in the Gulf diminished and Iran successfully exporting oil to China, settling in renminbi via alternative payment systems. The conversation shifts to gold and currencies. Carlin observes that gold’s recent price action is linked to the apparent disappearance of a distressed seller in the Gulf, now that loadings have resumed. He sees the yen’s weakness as a key barometer for gold, arguing that intervention cannot save the Japanese currency, and a sovereign debt crisis there would trigger contagion, driving investors toward gold and equities. He advises against chasing strength and recommends buying gold on weakness, cautioning that the public tends to do the opposite. Silver, while volatile, remains a leveraged play on fear but requires extreme caution due to professional traders dominating the market. Finally, Carlin shares the story behind his book, “A Pocketbook of Gold,” co-authored with the legendary Jim Sinclair, who famously called the 1970s gold bull market and the 2011 peak. The book, now available as a PDF, distills Sinclair’s trading wisdom and serves as a survival manual for monetary turmoil. Carlin emphasizes the importance of disciplined, patient trading over speculative home runs, a lesson drawn from decades of market experience.
• 
  Col. Douglas Macgregor: The Iran War Restart, $13,000 Gold & The Point of No Return 06.08.2026 51min

  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 recent halt in hostilities is merely a pause, not a resolution, as no underlying issues have been settled. The conversation highlights how three conflicts—Ukraine, the Gulf region, and the cold war with China—are converging into a larger, dangerous alignment of Russia, China, and Iran against US and Israeli interests. Macgregor warns that Iran has effectively weaponized the Strait of Hormuz, and a potential Houthi blockade could cripple Saudi Arabia’s ability to export oil, threatening the existence of Gulf states unless they expel American forces. He contends that the US has been militarily defeated by Iran’s strategic use of new technology and space-based surveillance, yet political pressure from Zionist billionaires and the Israel lobby prevents President Trump from disengaging. This dynamic, he argues, will likely restart the bombing campaigns. The discussion shifts to the profound economic implications, with Macgregor predicting severe market fragility, potential bank runs, and even a depression. Against this backdrop, he sees gold becoming more valuable than ever, propelled by central bank buying, de-dollarization, and monstrous US debt. He cites predictions of gold reaching $13,000 to $15,000 per ounce, possibly sooner than 2031 if conflict reignites. Macgregor reveals his personal investment philosophy of holding cash and precious metals exclusively, emulating J.D. Rockefeller’s strategy of maintaining liquidity to capitalize on distressed opportunities. He praises Palisades Goldcorp for its strong cash position and strategic investments in gold, uranium, and other critical minerals, positioning it for substantial upside in a deteriorating global economy. He concludes by emphasizing the decline of US hegemony and the urgent, yet ignored, need to accept a new world order.