Ian Dunlap

Morgan Debaun, founder and investor, shares her historical market insights and reveals how the first five trading days can forecast a strong market year. She expresses cautious optimism for double-digit gains in 2026. Ian Dunlap, a political and markets commentator, discusses the significant impact of domestic politics on stock performance, speculating on the 'blue wave' effect and its potential consequences. Together, they explore geopolitical tensions, the influence of AI on sectors, and the dynamics of media in shaping investor sentiment.

Ian Dunlap, a market commentator known for his insights on oil and commodities, joins the discussion to dissect Venezuela's geopolitical impact on the oil market. They explore the recent court hearing of Venezuela’s ousted president, the potential benefits for U.S. companies like Chevron and ExxonMobil, and the moral dilemmas surrounding investments tied to such turmoil. With key ETFs in focus, they debate how long the oil trade will remain viable amidst ongoing volatility, shedding light on complex issues of ethics and strategic alignment.

In this discussion, financial analyst Ian Dunlap shares his insights on gold as a crucial hedge in uncertain markets. He highlights gold's remarkable performance, even outpacing the NASDAQ. Ian argues that major global money printing is the only factor that could trigger a significant pullback. He emphasizes the importance of balancing risk-on assets with solid hedges like gold. Rashad provides firsthand accounts of gold exports from Guinea to Dubai, reinforcing gold's ongoing appeal. This conversation is a must-listen for both novice and seasoned investors!