In this weekly market recap, Adam Taggart and Michael Lebowitz discuss the recent surge in precious metals, particularly silver, and caution investors about potential corrections and external factors like government intervention. They also explore the possibility of disinflation in 2026, the Federal Reserve's response, and the potential impact of tariffs and elections on the economy. The conversation shifts to bonds, with expectations of lower yields amid low volatility, and then to the stock market, where valuations and the AI bubble are key concerns. They also touch on the potential for increased market volatility in the coming year due to various known and unknown events, and the importance of active investment strategies. They conclude by emphasizing the need for investors to be proactive and consider hedging strategies in an increasingly uncertain market environment.
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