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

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&rsquo;s Place, shares what the gold plunge says about real rates, the Fed outlook, and gold&rsquo;s role in portfolios. We also explore whether today&rsquo;s earnings picture is masking narrow opportunities, where overlooked value may be emerging beyond big tech and AI.
Produced/Presented: Ryan Huang

Insightful discussions on the latest market events and the top companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.