Description
Stijn Schmitz welcomes Jeff Phillips to the show. Jeff Phillips is a Private Investor and President of Global Market Development. Jeff Phillips sees the current pullback in precious metals and junior miners as a buying opportunity within a longer-term commodity super cycle driven by underinvestment, supply chain concerns, and inflationary currency debasement. He cautions that short-term timing remains uncertain, so maintaining cash and avoiding overleverage is essential. Phillips focuses on junior exploration and development companies, typically entering at $5 to $40 million market caps, and stresses that management quality and share structure matter more than geology alone. He looks for experienced teams with significant insider ownership and long-term shareholders rather than warrant flippers.
Recorded on: October 12, 2026
*Find Out More About Palisades Goldcorp, Canada's Leading Junior Resource Investment Company:*
► Website: https://palisades.ca
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Timestamps:
00:00:00 - Introduction
00:00:45 - Gold Market Consolidation
00:02:45 - Bull Market Thesis
00:05:20 - Investment Methodology
00:06:53 - Commodity Super Cycle
00:09:30 - Commodities & Value
00:12:15 - Miners and Leverage
00:17:40 - Pitfalls & Bull Markets
00:18:40 - Tax Loss Selling Season
00:22:04 - Management and Share Structure
00:25:30 - Prospect Generator Model
00:36:20 - Royalty Model
00:42:20 - Advice and Opportunities
00:45:05 - Concluding Thoughts
Website: Geomorphic AI
https://www.geomorphic.ai/
30+ years in resource capital markets; President of Global Market Development and a strategic private investor who has financed more than 100 mineral-exploration companies. An early financier of Patriot Battery Metals — one of the decade’s defining lithium discoveries — and a long-standing backer of critical-minerals developers across antimony, including US antimony developer Perpetua Resources, and rare earths, including heavy exposure to the major rare-earth developers through the 2009–2011 cycle. Deep experience in public-market financings across the TSXV, London AIM and ASX.
#JuniorMining #Gold #Silver #PreciousMetals #Commodities #Uranium #Copper #CriticalMinerals #Exploration #Royalties #ProspectGenerators #ResourceInvesting #BullMarket #TaxLossSelling #AI