Description
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.
Recorded on: June 22, 2026
*Find Out More About Palisades Goldcorp, Canada's Leading Junior Resource Investment Company:*
► Website: https://palisades.ca
*Palisade Radio Links:*
► Website & Newsletter: https://palisadesradio.ca
► Rumble: https://rumble.com/c/c-1586024
Timestamps:
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
Guest Links:
Substack: https://traderferg.substack.com/
X: https://x.com/trader_ferg
Trader Ferg is a Full-time trader for going on 8+ years now. He has a habit of hanging out in hated corners of the market that are considered uninvestable. He enjoys sharing his research and thoughts about possible trades and markets.