FINTECH.TVBLOCKCHAIN | DIGITAL ASSETS | AI

“As the dollar weakens, it’s going to act as a tailwind for assets, specifically with gold.” – 01:57

Bret Kenwell, U.S. Investment and Options Analyst at eToro, joins Remy Blaire to discuss the phenomenon of the “everything rally,” where various asset classes, including Bitcoin, gold, and U.S. equities, are reaching record highs. Brett shares his perspective on whether this rally is sustainable or if investors are overlooking potential risks. He suggests that while the market may feel overheated in the short term, the long-term catalysts remain strong, indicating that any pullbacks could present buying opportunities for investors.

The conversation shifts to the concept of the dollar debasement trade, with Brett explaining how a weakening dollar acts as a tailwind for assets like gold. He elaborates on the multiple factors contributing to gold’s impressive rally, including lower interest rates and general economic uncertainty, which have collectively driven gold prices up by nearly 50%—the largest one-year increase in almost 50 years.

As the segment progresses, Remy and Brett discuss the significance of the upcoming earnings season, particularly in light of the ongoing government shutdown and the lack of U.S. economic data. Brett emphasizes the reassuring narratives from major banks and credit card companies regarding consumer spending, which will be crucial for maintaining market momentum. He encourages listeners to pay close attention to management’s outlook on consumer behavior during earnings calls, as this will provide valuable insights into the economic landscape moving forward.

“The fact that the trend is loosening monetary policy is more important than whether they’re going to cut one or two times this year.” – 04:01

Eddie Ghabour, CEO & Co-Founder of Key Advisor Wealth Management, joins Remy Blaire to discuss the current state of the U.S. stock market, which is opening positively with the Dow up by about 200 points, alongside gains in the S&P 500 and Nasdaq. The conversation begins with an overview of the ongoing government shutdown, now entering its 10th day, and the implications it may have on the economy. Remy highlights that Wall Street is closely monitoring the situation, particularly how the shutdown could affect corporate earnings and the anticipated AI-driven economic boom.

Eddie draws parallels between the current market conditions and the internet boom of the late 1990s, asserting that the present AI boom is real and will likely continue to drive markets higher. He explains that while bubbles can be concerning when they burst, they can also present significant opportunities for investors while they are on the rise.

The discussion shifts to the recent Fed Minutes and expectations for potential interest rate cuts. Eddie emphasizes that the duration of the government shutdown will significantly influence the number of rate cuts anticipated this year. He suggests that regardless of whether there is one or multiple cuts, the overall trend of loosening monetary policy is what the market is focused on.

As the conversation progresses, Eddie anticipates that any market dips in October or November will be aggressively bought, as many investors are currently positioned defensively. He discusses the dynamics at play, including the strength of the dollar and the current overbought conditions in the market.

Eddie identifies key asset classes and sectors to watch as the market moves into 2026, including small caps, Bitcoin, financials, and technology. He believes these sectors will outperform the S&P 500 and encourages investors to buy on dips.

“Gold is really becoming the de facto reserve asset around the world.” – 00:01:02

Will Rhind, CEO of GraniteShares ETFs, joins Remy Blaire at the New York Stock Exchange to discuss the recent surge in gold prices, which have reached a historic high of over $4,070 per troy ounce. The segment opens with an overview of the factors driving this increase, including investor flight to safety amid economic uncertainty and geopolitical instability. Remy highlights the significant role that central banks have played in this trend, as they have been accumulating gold for over a decade, making it the world’s second-largest reserve asset.

Will explores the dynamics of the gold market, noting that gold has officially surpassed the euro as a preferred reserve asset, positioning it as a key alternative to the U.S. dollar. Remy and Will discuss the current economic landscape, where the S&P 500 continues to reach new highs, and gold is outpacing major equity averages, including Bitcoin.

Will shares insights into the factors that are likely to influence gold prices moving forward, such as ongoing geopolitical uncertainty, persistent inflation, and the easing of monetary policies by central banks. He emphasizes the record levels of government debt and the increasing money supply as critical elements contributing to gold’s rise.

The conversation shifts to gold mining stocks, which are also experiencing a resurgence. Will explains that while these stocks have historically lagged behind gold prices, they are now gaining traction. He discusses the challenges that mining companies face in controlling costs, which have often hindered their performance relative to gold itself.

Remy and Will also delve into the growing demand for options-based ETF strategies, particularly in the context of investors seeking alternative income sources in a high market environment. Will highlights GraniteShares’ yield boost ETFs, which offer substantial annual yields and weekly distributions, catering to investors looking to convert potential future growth into immediate income.