Palisades Gold Radio, Released on 4/23/25

Tom welcomes back David Kranzler of Investment Research Dynamics to the show. Dave discusses his perspectives on various risks that he sees in the current economic and geopolitical landscape. He expresses concerns about the growing federal debt load in the US and the potential implications of the dollar losing its status as the world’s reserve currency. Kranzler also touches upon the geopolitical tensions between major powers like China, Russia, and the US, which he believes could lead to significant consequences for the global financial system if cooler heads don’t prevail. On a more positive note, Kranzler emphasizes the potential opportunities in the mining sector, specifically gold and silver miners, as these metals continue to perform well during this economic climate. He highlights several companies that he believes have strong potential for growth. He shares his thoughts on the recent M&A activity in the mining industry and the implications of a potential shift towards a gold-backed currency monetary standard. Throughout the interview, Kranzler offers insights into his investment strategies, discussing the importance of due diligence and staying informed about economic and geopolitical developments while trying to enjoy life despite uncertain times.

0:00 – Introduction
0:58 – Ignoring Current Risks
4:32 – U.S. Debt & DOGE
7:10 – Trump & China Clash
9:50 – Trillion Defense Budget
12:08 – Global Dollar Trends
14:58 – China T-Bill Holdings
17:17 – Trust & Gold Holdings
19:13 – Counterparty Risk
24:35 – C.B. Secrecy
27:56 – Gold Price & GSR
31:00 – China Industry & Silver
35:43 – Bank Reports & Gold
39:12 – Thoughts on Bessent
43:53 – A U.S. CBDC Coming?
47:28 – Gold & Producers
57:14 – Mergers & Acquisitions
1:02:15 – Gold/Miner Downside?
1:08:04 – Concluding Thoughts

Dave Kranzler spent many years working in various Wall Street jobs. After business school, he primarily traded junk bonds for a large bank. Dave graduated from Oberlin College with majors in Economics and English and he also has an MBA from the University of Chicago, with a concentration in accounting and finance. Currently, he co-manages a precious metals and mining stock investment fund in Denver. He has nearly thirty years of experience in studying, researching, analyzing and investing in the financial markets. His daily articles can be found at his site, Investment Research Dynamics.

  Dave Kranzler, gold, investing