Palisades Gold Radio, Released on 12/30/25

Stijn Schmitz welcomes Trader Ferg to the show. Trader Ferg is Full-time Trader & Author of the Trader Ferg Substack. Trader Ferg provides a comprehensive analysis of the precious metals market, with a particular focus on platinum group metals (PGMs). He highlights the significant developments in the platinum market, notably China’s launch of new futures contracts and their strategic cornering of above-ground platinum inventories. Ferg estimates that approximately 85% of global platinum inventories are now held in China, creating a potential supply deficit that could drive prices significantly higher.

00:00 – Introduction
01:11 – Platinum Bull Drivers
02:41 – Chinese Futures Premiums
03:40 – Physical Market Shift
07:47 – Sponsor Break
08:36 – Supply Constraints Analysis
14:57 – Demand Surge Factors
16:38 – Rhodium Investment Case
20:37 – PGM Future Outlook
22:33 – Basement Trade Debate
26:32 – Silver Physical Crunch
33:01 – Gold Portfolio Role
39:20 – Other Commodity Setups
48:18 – Substack and Wrap Up
49:03 – 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.

  gold, investing, platinum, silver, trader ferg