Gold prices have surged over the past year. What’s driving the rally, and where does the metal fit into portfolios now? Lina Thomas, commodities strategist with Goldman Sachs Research, discusses with Mike Washington.
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Jul 24
Are Hedge Funds Still Bullish on AI Stocks?
Tech stocks been buffeted by a reversal of momentum in US equities, but hedge funds are still fundamentally bullish on AI stocks, according to Vincent Lin, co-head of Prime Insights and Analytics in Global Banking & Markets. In this conversation with Chris Hussey, he explains why ... Show More
11m 43s
Jul 17
The 'Market of Stocks' vs. the 'Stock Market'
As more US companies report earnings next week, the bar is “very high” from the perspective of analysts and option market makers, says Brian Garrett, head of equities on the Cross Asset Sales desk in FICC & Equities. In this conversation with Chris Hussey, he also discusses how d ... Show More
12m 27s
Oct 2025
Why is everyone buying gold?
Gold is on fire right now with some gold ETFs outperforming the major stock indexes over the past 12 months. Gold is supposed to be boring, an inflation hedge. But right now, it's responding to something else. Today on the show, we talk to a finance professor about what’s behind ... Show More
9m 51s
Oct 2025
Deep Dive: Is Gold's Surge a Warning for the Economy?
Gold is surging to record highs, climbing nearly 50% this year and approaching $4,000 an ounce.In this Deep Dive, we explore what’s behind the rally, including Trump’s trade moves, the government shutdown, and central banks buying record amounts of gold. Could it be a warning for ... Show More
10m 3s
<p>As gold prices reach new all-time highs, Metals & Mining Commodity Strategist Amy Gower discusses whether the rally is sustainable.</p><p><br></p><p>Read more <a href="https://www.morganstanley.com/ideas?cid=mg-SM_CORP-insights-17607" rel="noopener noreferrer" target= ... Show More