Gold has suffered its sharpest fall in decades, with silver and copper also sliding in a violent reversal that has rattled metals markets. Is this simply a positioning shakeout, or a deeper signal that shifting US rate expectations and a stronger dollar are reshaping the investment landscape? Martin Hennecke, Head of Asia and Middle East Investment Advisory at St. James’s Place, shares what the gold plunge says about real rates, the Fed outlook, and gold’s role in portfolios. We also explore whether today’s earnings picture is masking narrow opportunities, where overlooked value may be emerging beyond big tech and AI.

Produced/Presented: Ryan Huang