MoneyShow MoneyMasters Podcast
MoneyShow MoneyMasters Podcast
Podcast Description
For more than 40 years, MoneyShow has been providing timely information from powerful experts to help create successful investors and traders. In this podcast, MoneyShow editor-in-chief Mike Larson interviews top money experts to give you an edge on your investing journey, whether you're a seasoned trader or just starting out. Tune in for valuable insights and strategies to help you make informed investment decisions.
Podcast Insights
Content Themes
The podcast covers a range of financial topics such as stock market strategies, investment insights, trading psychology, and economic trends, with specific episodes discussing risk management, the implications of pandemics on markets, and the current landscape for AI stocks.
For more than 40 years, MoneyShow has been providing timely information from powerful experts to help create successful investors and traders. In this podcast, MoneyShow editor-in-chief Mike Larson interviews top money experts to give you an edge on your investing journey, whether you’re a seasoned trader or just starting out. Tune in for valuable insights and strategies to help you make informed investment decisions.
In this episode of the MoneyShow MoneyMasters Podcast, Nancy Davis, founder of Quadratic Capital Management, and Mike McGlone, senior macro strategist at Bloomberg Intelligence, dive into what the end of a historic yield-curve inversion and a Fed cutting cycle could mean for investors – particularly in precious metals and bonds.
Nancy breaks down why traditional bond benchmarks may not offer the safety many assume, while Mike explains what’s fueling gold’s breakout and why deflation risks are back on the radar.
They also touch on central bank gold buying, ETF flows, and how investors can think about balancing inflation and deflation in their portfolios. It’s a timely look at the forces shaping bonds, gold, other commodities, and stocks as 2026 nears.
CHAPTERS:
00:00 — Intros and Guest Backgrounds
01:20 — Bond Market Shifts and Fed Policy
03:15 — Yield-Curve Inversion and What Comes Next
05:10 — Rate Cuts, Term Premium, and Real Rates
07:15 — Gold’s Breakout and Drivers
09:00 — Central Bank Buying and ETF Flows
11:00 — Silver, Platinum, and Broader Metals
13:00 — Inflation vs. Deflation Risks
15:10 — Core Bond Indices and Hidden Risks
19:50 — Final Takeaways and Event Details
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