# Mining Stock Monkey: ‘No End In Sight’ for Fiat Crisis, Fertilizers, Oil & Gold Page: https://stenobird.com/podcast/palisades-gold-radio-237842/mining-stock-monkey-no-end-in-sight-for-fiat-crisis-fertilizers-oil-gold Text version: https://stenobird.com/podcast/palisades-gold-radio-237842/mining-stock-monkey-no-end-in-sight-for-fiat-crisis-fertilizers-oil-gold.md Podcast: [Palisades Gold Radio](https://stenobird.com/podcast/palisades-gold-radio-237842) Published: 2026-05-20T10:10:00+00:00 Episode link: https://palisadesradio.ca/mining-stock-monkey-no-end-in-sight-for-fiat-crisis-fertilizers-oil-gold/ Audio file: https://media.blubrry.com/palisade_radio/content.blubrry.com/palisade_radio/Palisades_Gold_Radio-Mining_Stock_Monkey-May_19_2026.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/palisades-gold-radio-237842/episodes/mining-stock-monkey-no-end-in-sight-for-fiat-crisis-fertilizers-oil-gold Duration seconds: 3448 ## Resource Stijn Schmitz welcomes Mining Stock Monkey to the show. The discussion centers on navigating the current commodity cycle with a disciplined, downside-protection-first approach. He emphasizes that while structural tailwinds like electrification, AI infrastructure, and global poverty reduction support a broad commodities bull market, selectivity is critical. He starts by identifying historically cheap commodities—where low prices eventually cure low prices by curbing supply and boosting demand—and then evaluates individual companies on their risk-reward profiles. Nickel tops his list, but he exclusively seeks high-grade nickel-sulfide deposits, avoiding laterite projects due to severe environmental and human rights concerns in Indonesia. Potash also appears cheap, with BHP’s delayed and over-budget Jansen mine potentially discouraging new supply; he notes producers like Nutrien and Mosaic, though he favors royalty exposure through Altius Minerals. In oil and gas, equities are undervalued at spot prices, but the futures curve points to a sharp decline, making him cautious. He prioritizes protecting against large losses, explaining that avoiding a 75% drop is far more valuable than chasing outsized gains. On precious metals, he views the gold bull market as mature after a decade-long run, yet acknowledges that endless money printing and the weaponization of the dollar could drive prices infinitely higher. He is reducing exposure to riskier gold miners and favors royalty companies like Royal Gold, citing its superior margins, built-in growth, relative undervaluation, and potential S&P 500 inclusion as key downside protections. Silver, however, raises concerns: a parabolic chart pattern and the fact that over a billion rural Asians hold silver as savings could trigger ma… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/palisades-gold-radio-237842/episodes/mining-stock-monkey-no-end-in-sight-for-fiat-crisis-fertilizers-oil-gold/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/palisades-gold-radio-237842/mining-stock-monkey-no-end-in-sight-for-fiat-crisis-fertilizers-oil-gold.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.