Rob Larrity

Frequent podcast co-host and market commentator with expertise in macroeconomics, precious metals, and private markets; provides tactical market analysis and portfolio advice during the episode.

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Oct 10, 2025 • 1h

Leverage on Leverage on Leverage

Rob Larrity, a market commentator with expertise in macroeconomics and precious metals, dives into the current financial landscape. He discusses why gold prices are soaring, driven by central bank buying and cautionary ETF flows. Rob also explores the volatility in private equity, warning of liquidity crises and desperate fundraising. The conversation covers the speculative bubble in data centers, AI infrastructure's overcapacity, and rising coffee prices due to tariffs and weather issues, providing a comprehensive overview of today's economic uncertainties.

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