Palisades Gold Radio, Released on 6/23/26 (Recorded on 6/22/26)

Stijn Schmitz welcomes Trader Ferg to the show. Trader Ferg is a Full-time Trader and the Author of the Trader Ferg Substack. Trader Ferg shares his current market views, highlighting several contrarian opportunities built around long-term, underappreciated assets. He remains bullish on scarce resources like thermal coal, where tight supply and Asian demand support high-quality names, though pure-play options are limited.

00:00:00 – Introduction
00:00:52 – Current Market Opportunities
00:02:44 – Exchange Operators Theme
00:04:27 – Oil Services and Offshore
00:08:24 – Oil Market Supply Dynamics
00:17:19 – China Flexibility in Energy
00:25:45 – Hormuz & Concerning Timlines
00:27:07 – Fertilizers Agriculture and Sulfur
00:29:08 – Sulphur Supply Thoughts
00:32:37 – Thermal Coal Supply Demand
00:44:00 – Gold Market and Producers
00:45:55 – Long Term Inflation Strategies
00:50:33 – Exchange Operations
00:52:50 – Concluding Thoughts

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.

  commodities, fergus cullen, gold, investing, trader ferg