The Macro Dirt Podcast The Post FOMC Stock and Gold Bustout
19 snips
Sep 24, 2025 Gold soars past $3,700 while silver eyes $50 and platinum experiences a breakout, with trading strategies discussed. Trump’s policies are deemed a major driving force behind gold demand. Oil faces risks amid recession fears, and small caps outperform tech amidst Fed rate shifts. The dynamic surrounding China's role in gold custody raises eyebrows. Meanwhile, NVIDIA's sizable investment in OpenAI signifies rising AI demand. Tune in for lively debates on MVP races and entertainment picks!
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Institutional Backing Fuels Gold Rally
- Gold has gone bid-only with strong institutional endorsement, driving prices higher and changing investor behavior.
- Tony Greer and Jared Dillian note professionals and banks are now publicly supporting sizable gold allocations, amplifying the rally.
Let Winning Trades Run
- Let winning trades run and avoid overtrading during strong bull markets in a commodity like gold.
- Jared Dillian recommends staying fully invested and resisting option fiddling while the trend persists.
Politics As A Gold Demand Catalyst
- Political actions and fiscal policy can unintentionally boost gold demand by increasing perceived risk and deficits.
- Jared and Tony argue Trump's policies and deficits have made him the best 'gold salesman' historically.
