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Market Pulse | High-signal updates for investors and operators

Daily stream of high-signal market updates and intelligence. Refreshed every day.

Market Pulse · Showing 4 of 4

Source
Gold & SilverMarkets & InvestmentsPodcast

Episode 79: What’s Next for the Trillion Dollar Gold Trade? | Research @ Citi

The conversation was recorded on Thursday, May 14, 2026, in London [00:00:08, 00:17:20].

Key Data & Forecast Summary [00:02:40]

  • Recent Peak Gold Price: $5,500/oz [00:02:40]
  • Current Spot Gold Price: ~$4,700/oz…
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UJ
May 21, 2026
Source
Gold & SilverMarkets & InvestmentsPodcast

Contrarian Corner: Gold’s Rebound Opportunity | WisdomTree Investments

Macroeconomic & Market Context

  • The Sentiment Shift: Entering 2026, gold was widely considered a "sure thing" across market research, driven by strong historical performance over the prior year-plus, heavy inflows, and bullish headlines. However, market sentiment has sharply inverted from greed to fear, shifting attention from "love to hate" as investors have grown unhappy and scared.…
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UJ
May 20, 2026
Source
CommoditiesCrude Oil & EnergyGold
+33 more tags
Gold & SilverMarkets & InvestmentsPodcast

Rick Rule: Why I Sold Silver, Bought Oil Stocks, and Fear a 2008 Repeat | Wealthion

In this interview with Wealthion’s Trey Reik, veteran investor Rick Rule, CEO of Rule Investment Media, provides a deep dive into his recent portfolio shifts, his long-term bullish thesis on oil, and his growing concern over a potential 2008-style credit contraction.

1. Precious Metals & Strategic Portfolio Reallocation [00:01:25]

  • **The…
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UJ
Apr 14, 2026
Source
CommoditiesCrude Oil & EnergyEquity
+77 more tags
GoldGold & SilverMacro / EconomicsMarkets & InvestmentsPE/VCPodcastUS

Everything Says Crash—So Why Is The Market Still Rising? | Ed Yardeni | David Lin

Here is the comprehensive summary of the interview featuring Dr. Ed Yardeni (President of Yardeni Research) on the David Lin channel, recorded on April 13, 2026 [00:00:26]. The discussion focuses on macroeconomic trends, corporate earnings, geopolitical conflicts, and strategic portfolio positioning for the remainder of the decade.

****Market Resilience…

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UJ
Apr 14, 2026