Episode
Danny Moses: Gold's Make or Break Moment is Here
- Podcast
- RiskReversal Pod
- Published
- Jul 27, 2026
- Duration seconds
- 1713
- Processing state
not_requested- Canonical source
- https://traffic.megaphone.fm/RRM1743706484.mp3
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Summary
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami and Danny Moses discuss rising global yields and stress points in markets, focusing on Japan’s weakening yen, deteriorating bond market, and risks around Japan’s role as a major US Treasury holder and potential carry-trade unwind, with BOJ and Fed meetings ahead. They note August’s tendency toward volatility and how attention may shift from strong earnings to macro concerns as AI-driven CapEx pressures free cash flow at hyperscalers, raising valuation questions and fears of open-source competition. They preview key earnings including Apple (seen as a defensive AI conduit despite a rich valuation), Microsoft, Meta, and major energy firms, which may post strong results but avoid political blowback. They discuss mixed consumer signals from Capital One, AmEx, and retailers, reiterate a constructive longer-term view on gold tied to Fed policy, and share updates on Moses’s podcasts, Substack work, and a veterans charity event. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors…