Palisades Gold Radio, Released on 1/28/25

0:00 – Introduction
1:00 – Narratives & Pivots
5:30 – Coal & Green Transitions?
10:48 – Tariffs & Chinese EVs
14:46 – China’s A.I. Model
21:04 – Sector Valuations?
25:39 – Platinum Supply
31:48 – Drill Baby Drill!
37:03 – Trump & Inflation Risks
42:00 – Gold, Rates, & Treasuries
46:00 – Gold ETF Holdings
48:43 – Resource Investment Risk
54:00 – Derisking & Hated Sectors
56:56 – Resource Costs & Inflation
59:00 – Wrap Up

Fergus Cullen, better known as Trader Ferg on Twitter, is a well-known trader and investor who has the knack of finding multi-baggers. Ferg was an asset manager in Australia, before meeting his mentor who inspired him to get into trading. This set Ferg on a path of quitting his job before he was 30, managing other people’s money for a few years, to finally managing his own finances (on a beach in Bali). He is also the publish of the Trader Ferg Substack.

  economy, fergus cullen, inflation, investing, trader ferg