Stijn Schmitz welcomes back Bill Holter to the show. Bill is a Precious Metals Expert and a metals Broker. Holter warns that the global economy faces a unique and dangerous combination of hyperinflation and deflation occurring simultaneously, a scenario where the cost of living rises rapidly while asset prices fall. He attributes this to the world’s unprecedented debt levels and rising interest rates, which reduce borrowing capacity and crush asset values. Central banks, he argues, cannot allow ...
Jun 18, 2026•30 min
Stijn Schmitz welcomes Florian Grummes to the show. Florian Grummes is the Founder and Managing Director of Midas Touch Consulting. Florian remains bullish on oil and gas, viewing energy equities as still undervalued despite recent price consolidation. He anticipates a severe oil price shock by late summer or early autumn, driven by ongoing supply disruptions from Middle East tensions, critically low inventories, and a disconnect between Western paper markets and physical demand. He notes that w...
Jun 11, 2026•53 min
Stijn Schmitz welcomes Francis Hunt back to the show. Francis Hunt is known as a Renegade Trader, Analyst, and Founder of The Market Sniper. Hunt observes that the South Korean KOSPI index has surged an extreme 291% in just over a year, driven almost entirely by two stocks—Samsung and SK Hynix—amid the AI boom. This narrow advance mirrors the concentrated gains in the NASDAQ but is even more pronounced. Despite the export revenues from these tech giants, the Korean won is weakening, which Hunt a...
Jun 04, 2026•1 hr 5 min
Stijn Schmitz welcomes Dr. Nomi Prins to the show. Dr. Nomi Prins is Founder of Prinsights Global and Substack. The discussion opens with a broad assessment of global economic headwinds, including the ongoing blockage of the Strait of Hormuz and rising bond yields. Dr. Prins explains that even a hypothetical resolution to the strait crisis would not immediately ease supply backlogs, keeping oil prices elevated and contributing to persistent inflation. She notes a significant dislocation between ...
Jun 03, 2026•36 min
Stijn Schmitz welcomes Chris Vermeulen to the show. Chris Vermeulen is Founder & Chief Investment Officer, The Technical Traders. Vermeulen begins by analyzing the current equity market, noting that while stocks are grinding higher, the rally is not broad-based but concentrated in tech, small caps, and micro caps, which he sees as a sign of underlying weakness. He suggests the market may be entering a euphoric, parabolic phase, potentially triggered by upcoming IPOs like SpaceX, but warns th...
May 29, 2026•40 min
Stijn Schmitz welcomes Adrian Day to the show. Adrian Day is CEO of Adrian Day Asset Management & Manager of EuroPacific Gold Fund. Day sees the recent weakness in oil as a potential buying opportunity, particularly if a peace deal triggers a further short-term drop. He argues that beyond temporary disruptions, the underlying supply picture is bullish because oil has been chronically underinvested for years. With US shale production peaking and no clear new major source of global supply to m...
May 27, 2026•59 min
Stijn Schmitz welcomes Gary Savage to the show. Gary Savage is Retired Entrepreneur, Investor, and President of Smart Money Tracker Premium. Gary Savage opened the discussion by assessing the current stock market, noting that while it may be entering a final parabolic bubble phase, particularly in semiconductors, warning signs like a diverging banking index and Hindenburg Omens suggest increasing danger. He cautioned that chasing these final gains risks a severe crash. The conversation then shif...
May 26, 2026•38 min
Stijn Schmitz welcomes Art Berman to the show. Art Berman is known as the energy realist and he paints a dire picture of the global energy situation, describing the Strait of Hormuz disruption as an unprecedented crisis with no historical precedent. He likens the world economy to a human losing 20% of its blood supply daily, explaining that while the West hasn’t felt immediate effects due to drawing on oil inventories, these savings will soon run out, and the lag will hit hard. Discussing supply...
May 24, 2026•1 hr 27 min
Stijn Schmitz welcomes back Simon Hunt to the show. Simon is a consultant on the global economy, China, and the copper industry. The discussion opens with the ongoing disruption in the Strait of Hormuz and its profound implications for global energy supplies. Hunt explains that Saudi Arabia is attempting to broker a new regional architecture involving China, Russia, Pakistan, and Turkey, partly in response to Iran’s demonstrated military capabilities. He assesses only a fifty percent chance of s...
May 22, 2026•35 min
Stijn Schmitz welcomes Mining Stock Monkey to the show. The discussion centers on navigating the current commodity cycle with a disciplined, downside-protection-first approach. He emphasizes that while structural tailwinds like electrification, AI infrastructure, and global poverty reduction support a broad commodities bull market, selectivity is critical. He starts by identifying historically cheap commodities—where low prices eventually cure low prices by curbing supply and boosting demand—and...
May 20, 2026•57 min
Stijn Schmitz welcomes Michael Oliver to the show. Michael Oliver is Momentum Structural Analysis MSA. Oliver argues that a major government bond crisis is quietly underway, driven by unsustainable debt levels in the US and other developed nations. He contends that the T-bond market is on the verge of breaking down to new price lows, an event largely ignored by mainstream financial media but one that could trigger a panic. This looming crisis, he believes, will force central banks into aggressiv...
May 16, 2026•56 min
Stijn Schmitz welcomes Doomberg to the show. Doomberg is Head Writer For The Doomberg Team and Creator of the Doomberg Substack. The podcast explores the current geopolitical and energy landscape, focusing on the ongoing conflicts in the Middle East and potential global power dynamics. Discussing the current energy market disruptions, Doomberg suggests that while the Strait of Hormuz closure is significant, the market has been surprisingly stable. He estimates the potential oil supply disruption...
May 14, 2026•58 min
Stijn Schmitz welcomes Luke Gromen to the show. Luke Gromen is President and Founder of Forest For The Trees. Luke explores unprecedented global economic and geopolitical shifts, focusing on massive commodity supply disruptions and transforming monetary systems. He highlights several critical trends: the largest commodity supply flow disruption in history, unprecedented levels of globalization, sovereign debt, and market valuations. He argues that current global tensions, particularly around the...
May 12, 2026•1 hr 2 min
Stijn Schmitz welcomes back Colonel Douglas Macgregor to the show. Mr. Macgregor is a retired U.S. Army Colonel and a decorated combat veteran. In this in-depth discussion, Macgregor provides a critical analysis of the current geopolitical situation, focusing on the ongoing conflict in the Persian Gulf and its profound global economic implications. Macgregor argues that the current war has created a catastrophic disruption in global maritime trade, with commercial ship traffic through the Strait...
May 06, 2026•51 min
Stijn Schmitz welcomes Grant Williams to the show. Grant Williams is Financial Advisor, Portfolio & Strategy Advisor, and a Co-Founder of Real Vision. In this wide-ranging discussion, Williams explores the potential transformation of the global monetary system, highlighting significant shifts in geopolitical and economic dynamics. He argues that the world is experiencing a fundamental reordering of monetary power, with the US dollar’s global dominance potentially eroding due to factors like ...
May 05, 2026•55 min
Stijn Schmitz welcomes Don Durrett to the show. Don Durrett is Author, Investor, and Founder of Goldstockdata.com. In this comprehensive interview, Durrett provides deep insights into the current economic landscape and his perspective on gold and silver investments. Durrett argues that the global economic system is fundamentally unsustainable, characterized by what he calls “voodoo economics” and modern monetary theory’s approach of continuous money printing. He believes the United States is tra...
May 05, 2026•57 min
Your host, Stijn Schmitz welcomes back Dr. Mark Thornton to the show. Dr. Mark Thornton is Economist and Senior Fellow at the Mises Institute. This discussion centers on global economic disruptions, particularly in commodity markets and energy sectors, stemming from geopolitical tensions in the Middle East. Dr. Thornton highlights the significant impact of potential oil and gas supply disruptions, estimating that 15-20% of global supply might be affected. Timestamps: 00:00:00 – Introduction 00:0...
Apr 30, 2026•1 hr 5 min
Stijn Schmitz welcomes backBob Moriarty back to the show. Bob is an author, the founder of 321 Gold, and a former marine fighter pilot. In this wide-ranging interview, Moriarty provides a critical geopolitical analysis of the current tensions in the Middle East, particularly focusing on the conflict involving Iran, Israel, and the United States. Moriarty argues that the conflict with Iran has been planned for 40 years and is fundamentally a voluntary war driven by Israel’s strategic interests. H...
Apr 24, 2026•56 min
Stijn Schmitz welcomes Steve Hanke, Professor of Applied Economics at Johns Hopkins University, to discuss global economic trends, monetary policy, and the emerging commodity super cycle. The professor’s outlook suggests a complex economic landscape with potential for significant disruption, driven by monetary policy, geopolitical tensions, and structural changes in global trade and commodity markets. Hanke emphasizes the critical importance of money supply as a key indicator of economic activit...
Apr 23, 2026•51 min
Stijn Schmitz welcomes Rory Johnston to the show. Rory Johnston is Commodity Market Research who specializes in oil and gas. This episode delves into the complex dynamics of the current oil market crisis stemming from the closure of the Strait of Hormuz, exploring the profound implications for global energy supply and geopolitical tensions. Johnston provides a detailed analysis of the current oil market situation, highlighting that approximately 20 million barrels of oil per day typically transi...
Apr 22, 2026•58 min
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 ongoi...
Apr 17, 2026•54 min
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 fert...
Apr 16, 2026•48 min
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 adva...
Apr 15, 2026•1 hr 6 min
Stijn Schmitz welcomes David Skarica to the show. David Skarica is Contrarian Investor and the Founder of Profit From Pessimism. In this wide-ranging discussion, Skarica offers insights into current market dynamics, focusing on gold, commodities, and investment strategies. Skarica views the current gold market as part of a long-term macro trend that began in 1999, with potentially another four to six years of growth ahead. He attributes this potential to global debt levels, which have reached un...
Apr 10, 2026
Stijn Schmitz welcomes back Josef Schachter to the show. Josef is Founder of Schachter Asset Management Inc. The discussion centers on the significant disruptions in the global oil and gas market caused by recent geopolitical conflicts in the Middle East. Schachter provides a comprehensive analysis of the current energy landscape, highlighting the potential long-term implications of supply constraints and infrastructure damage. According to Schachter, the conflict has already removed approximate...
Apr 09, 2026•47 min
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 sho...
Apr 02, 2026•50 min
Stijn Schmitz welcomes back John Feneck to the show. John is CEO of the Feneck Consulting Group. In this in-depth discussion, Feneck shares insights into critical minerals, defense metals, and investment opportunities across various sectors. John is particularly bullish on tungsten, highlighting that China currently produces about 81% of the world’s tungsten supply, creating significant potential for Western mining companies. Feneck specifically recommends two companies as promising tungsten-foc...
Apr 01, 2026•35 min
Stijn Schmitz welcomes a new guest to the show David Woo. David is a Macro Analyst and Former Wall Street strategist. In this wide-ranging interview, Woo provides insights into the current geopolitical and economic landscape, focusing on the ongoing conflict in the Middle East and its potential implications for global markets. Woo argues that the current war represents the first proxy conflict between the United States and China, with Iran playing a strategic role. He suggests that the conflict’...
Mar 26, 2026•45 min
Stijn Schmitz welcomes back Trader Ferg to the show. Trader Ferg is a Full-time Trader & Author of the Trader Ferg Substack. In this wide-ranging discussion, Trader Ferg shares his insights on several critical commodity markets and geopolitical developments, focusing primarily on coal and corn as compelling investment opportunities. Regarding coal, Trader Ferg argues that the conflict in the Red Sea and disruptions to LNG infrastructure have created a structural shift that will drive thermal...
Mar 25, 2026•50 min
Stijn Schmitz your host welcomes Gary Wagnar to the show. Gary Wagnar is Executive Producer of TheGoldForecast.com. In this detailed discussion about gold markets, Wagnar provides a comprehensive technical analysis of current gold trading conditions, highlighting significant market movements and potential future trajectories. Currently, gold is experiencing notable volatility, with prices dropping below $5,000 per ounce. Gary emphasizes the importance of the 50-day moving average as a critical t...
Mar 20, 2026•56 min
