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Palisades Gold Radio

Palisades Gold Radio

著者： Collin Kettell
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2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 Podcast by Palisades Gold RadioAll rights reserved 個人ファイナンス 政治・政府 政治学 経済学
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  • Rick Rule: The Energy Crisis, Opportunities in Fertilizers, Helium & Gold

    Rick Rule: The Energy Crisis, Opportunities in Fertilizers, Helium & Gold
    2026/04/17

    Stijn Schmitz welcomes back legendary investor and speculator Rick Rule to the show. Rick discusses the current commodity landscape, with a particular focus on energy, geopolitical tensions, and investment opportunities. He provides insights into the oil market, highlighting significant supply challenges and potential disruptions. He notes that global underinvestment in sustaining capital, particularly in the energy sector, could lead to substantial price increases in the coming years. The ongoing conflict in the Middle East has further complicated the energy market, with potential long-term implications for global supply chains.

    Regarding commodities, Rule discusses opportunities in helium, fertilizers, and precious metals. He emphasizes the importance of long-term thinking in commodity investments, particularly in the agricultural sector, where demographic shifts will continue to drive demand. On gold, Rule presents a compelling case for holding the metal as a savings instrument, arguing that not holding gold is “irresponsible.” He views gold as a critical asset that maintains purchasing power and provides liquidity during economic uncertainties.

    Rule provides nuanced perspectives on investment strategies, particularly in natural resource sectors. He highlights the potential in junior mining exploration, noting that while the sector as a whole destroys capital, the top 10% of companies can generate significant value. His approach emphasizes thorough research, patience, and a willingness to hold investments through volatile periods.

    The discussion also touches on geopolitical risks and investment opportunities in less-explored markets. Rule suggests that Western investors often overestimate political risks in unfamiliar regions and underestimate risks in seemingly stable markets like the US and Canada. Throughout the conversation, Rule demonstrates his characteristic blend of macroeconomic insight, speculative wisdom, and pragmatic investment philosophy.

    Timestamps:
    00:00:00 – Introduction
    00:01:00 – Oil Supply Disruptions
    00:02:54 – War Impact on Prices
    00:04:22 – If War Ends Scenario
    00:05:18 – Long-term Underinvestment
    00:06:20 – Historical Oil Parallels
    00:08:20 – Oil Equities Valuation
    00:09:54 – Producer Opportunities Overview
    00:17:03 – Other Commodities Disrupted
    00:22:58 – Fertilizers and Potash
    00:28:50 – Gold’s Portfolio Role
    00:33:00 – Gold & Emerg. Selling
    00:35:20 – Silver and Miners
    00:38:20 – Hated Places
    00:40:49 – Precious Metals Miners
    00:44:00 – Junior Explorers Value
    00:47:10 – Developers
    00:49:10 – Wrap Up & Conference

    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.
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    54 分
  • Col. Douglas Macgregor: ‘Complete Disaster’ For The Global Economy, Fuel-Rationing & Famine

    Col. Douglas Macgregor: ‘Complete Disaster’ For The Global Economy, Fuel-Rationing & Famine
    2026/04/16
    Stijn Schmitz welcomes Colonel Douglas Macgregor to the show. Douglas is a retired U.S. Army Colonel & Decorated Combat Veteran. In a comprehensive analysis, Macgregor provides a dire assessment of the current geopolitical and economic landscape, focusing on the potential escalation of conflict in the Middle East and its global implications. Macgregor warns of a severe global crisis emerging from ongoing tensions, particularly highlighting the devastating impact on the global energy and fertilizer markets. He explains that approximately 15-20 million barrels of oil have been removed from the market, and 35% of global fertilizer production has been disrupted. This disruption could lead to widespread food shortages, potential famines in the global south, and significant economic challenges for countries worldwide. The discussion centers on the potential for a massive air and missile campaign against Iran, which Macgregor believes could be catastrophically counterproductive. He argues that Iran has substantially rebuilt its military capabilities, with an estimated 45-50,000 drones and 15-20,000 ballistic and cruise missiles, supported by improved air defense systems from China and Russia. Macgregor critically examines the motivations behind the potential conflict, suggesting it stems from Israeli demands and pressure from what he calls the “Zionist billionaire class.” He emphasizes the potential economic consequences, including a possible global recession or depression, disruptions in shipping, and severe energy shortages. The conversation also delves into broader economic implications, including the potential death of the petrodollar, resource nationalism, and the importance of hard assets like gold and silver. Macgregor strongly advises investors to prepare for challenging times by investing in tangible assets and maintaining cash reserves. Ultimately, he calls for rational leadership to prevent a potential humanitarian disaster, warning that the current trajectory could lead to significant global instability and economic upheaval. Macgregor’s analysis presents a stark and sobering view of the current geopolitical and economic landscape. Timestamps: 00:00:00 – Introduction 00:00:38 – Welcoming Colonel McGregor 00:01:02 – Iran War Ceasefire Analysis 00:01:53 – Global Energy Complex Crisis 00:02:36 – Fertilizer Shortage Famine Risk 00:04:35 – Diesel Supply Europe Challenges 00:07:09 – Petrodollar System Collapse 00:09:16 – Trump Israel Iran Demands 00:13:00 – Iranian Defense Blockade Issues 00:15:08 – Upcoming Air Missile Campaign 00:20:09 – Infrastructure Destruction Escalation 00:22:01 – Global Recession Depression Warnings 00:25:13 – Gold Silver Investment Urgency 00:27:49 – Oil Market Reality Discrepancy 00:34:53 – Resource Nationalism Sovereignty Path 00:45:26 – Concluding Thoughts Guest Links: Website: https://douglasmacgregor.com X: https://x.com/DougAMacgregor YouTube: https://www.youtube.com/@douglasmacgregorTV Articles: https://breakingdefense.com/author/doug-macgregor/ Substack: https://substack.com/@coloneldoug 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 ...
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    48 分
  • Dr. Stephen Leeb: The Return of Gold, Death of the Petro-Dollar & Critical Mineral Shortages

    Dr. Stephen Leeb: The Return of Gold, Death of the Petro-Dollar & Critical Mineral Shortages
    2026/04/15
    Stijn Schmitz welcomes Dr. Stephen Leeb to the show. Dr. Stephen is Author and Founder of Leeb Capital Management. In this wide-ranging discussion, Leeb provides a comprehensive analysis of the global economic landscape, focusing on commodities, geopolitics, and the potential role of gold in reshaping the international monetary system. Leeb argues that the world is at a critical juncture, with natural gas and gold emerging as key strategic assets. He highlights the United States’ unexpected advantage in liquefied natural gas (LNG) and suggests that cooperation, rather than conflict, is the path forward for global economic stability. The conversation then delves into the declining status of the US dollar and the potential for a gold-backed monetary system, with China and Russia playing significant roles in this potential transition. Stephen emphasizes the critical shortage of fundamental commodities, particularly copper and silver, and the need for sustainable energy solutions. Leeb warns that a shortage of any major critical commodity could lead to severe economic consequences, underlining the importance of international cooperation in resource management. A central theme of the conversation is the potential for gold to serve as a unifying monetary force. Leeb views gold as more than just a commodity, describing it almost as a spiritual bridge between beauty and materiality. He suggests that countries adopting a gold standard have historically performed exceptionally well, and that gold could be instrumental in creating a more cooperative global economic system. Leeb is particularly critical of current geopolitical tensions, especially between the United States, China, and Russia. He advocates for a collaborative approach, arguing that cooperation is the key to addressing global challenges in resource scarcity, technological innovation, and economic development. Timestamps: 00:00:00 – Introduction 00:00:50 – Iran War Economic Impact 00:01:22 – LNG US Strategic Advantage 00:03:41 – Petrodollar System Origins 00:04:45 – Natural Gas Byproducts Value 00:08:47 – End of Petrodollar Era 00:11:21 – Europe’s Economic Crossroads 00:13:41 – Global Cooperation Imperative 00:18:07 – Gold Monetary System Role 00:21:03 – Oil Price Discrepancies Explained 00:24:50 – Market Manipulation Concerns 00:25:52 – China’s Gold Wealth Strategy 00:50:11 – Commodity Supercycle Potential 00:52:04 – Sustainability and Resource Scarcity 00:64:81 – Concluding Thoughts Guest Links: Website: https://tti.kartra.com/page/AboutTTI Substack: https://drstephenleebphd.substack.com/ Website: https://www.stephenleeb.com/ X: https://x.com/DrStephenLeeb Book Sample: https://read.amazon.com/sample/126044127X?clientId=share Dr. Stephen Leeb is a recognized authority on the stock market, macroeconomic trends, and commodities, especially oil and precious metals. As Chairman and Chief Investment Officer of Leeb Capital Management, Dr. Leeb combines his knowledge of macro-economic trends and current market conditions with detailed information about specific companies he follows to guide the Committee’s investment decisions. Stephen Leeb is a financial author, wealth manager, and publisher of a family of investment newsletters. He has been a recurring guest on CNN, Fox News, NPR, Bloomberg, and many others through the years. Leeb was also said to be one of the country’s foremost financial experts, with Charlie Gasparino in 2016 recommending Leeb as a good candidate for Federal Reserve Chairman. Leeb earned a B.S. in Economics from the Wharton School of Business. He also earned a Master’s in Mathematics and a Ph.D. in Psychology from the University of Illinois. He authored research papers on psychology and statistics in the peer-reviewed journal Psychological Reports. Stephen Leeb is married and lives in New York City, New York. Leeb has written nine books on macroeconomic trends, finance, and investment, including the New York Times Best Sellers. Stephen’s recent book Red Alert was awarded the 2012 Axiom Business Book Awards silver medal in the International Business/Globalization category.
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    1 時間 6 分
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