Episode
John Feneck: Massive Upside in Tungsten, ‘Buckle Up’ For Silver & $6000 Gold
- Podcast
- Palisades Gold Radio
- Published
- Apr 1, 2026
- Duration seconds
- 2110
- Processing state
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Summary
Stijn Schmitz welcomes back John Feneck to the show. John is CEO of the Feneck Consulting Group. In this in-depth discussion, Feneck shares insights into critical minerals, defense metals, and investment opportunities across various sectors. John is particularly bullish on tungsten, highlighting that China currently produces about 81% of the world’s tungsten supply, creating significant potential for Western mining companies. Feneck specifically recommends two companies as promising tungsten-focused investments. He notes the critical mineral space is receiving substantial government attention, with the US dedicating $112 billion to support critical mineral development. The geopolitical landscape, particularly tensions with China and ongoing conflicts, further underscore the importance of diversifying mineral supply chains. In the silver market, Feneck maintains an optimistic outlook. He currently holds an 18% portfolio position in silver and suggests the metal has significant upside potential. Regarding gold, Feneck believes there’s still substantial room for growth. Major banks like JP Morgan, Bank of America, and Goldman Sachs are maintaining forecasts between $5,500 and $6,000, indicating continued confidence in the sector. The discussion also touches on broader market dynamics, including potential sector rotation away from technology and AI stocks. Feneck emphasizes the importance of understanding market volatility and being prepared for potential short-term pullbacks. Timestamps: 00:00:00 – Introduction 00:01:00 – Defense Metals Outlook 00:03:05 – Tungsten Stock Picks 00:06:42 – Tungsten Supply Pricing 00:09:00 – Silver Defense Applications 00:10:30 – Portfolio Performance Highlights 00:12:55 – Silver Premium D…