Gold Rush Picks Up Speed

Our Strategist Michelle Weaver talks to Michael Zezas and Jessica Alsford, Co-Directors of the Morgan Stanley Institute, about how AI, energy resilience and industrial policy are changing investment decisions.Read more insights from Morgan Stanley.----- Transcript -----Michelle W ... Show More

Our Global Head of Thematic and Sustainability Research Stephen Byrd explains why the recent AI infrastructure selloff may reflect technical pressures, not weakening fundamentals.Read more insights from Morgan Stanley.----- Transcript -----Stephen Byrd: Welcome to Thoughts on the ... Show More

How much runway does the world’s energy market still have? Our Head of Commodity Research Martijn Rats joins our Global Head of Fixed Income Research Andrew Sheets to explain what’s causing pressure beyond renewed tensions in the Middle East.Read more insights from Morgan Stanley ... Show More

<p>Gold reached new all-time highs and is expected to continue moving higher due to lower real interest rates and increased investment demand, says Jordan Roy-Byrne. The fundamentals driving this price increase include anticipation of lower real interest rates and the pickup in i ... Show More

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.  Learn more about your ad choices. Visit megaphone.fm/adchoices 

With the yellow metal having rallied sharply to hit new highs, our panel explains whether they think gold will keep its hold on investors. Giovanni Staunovo and Wayne Gordon from UBS explain why the policy and risk environment, and structural demand, are combining to point to con ... Show More

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

Why Gold Prices Are Soaring As gold prices soar, the demand for fallback money is becoming increasingly evident. With economic uncertainties on the rise, investors are flocking to gold as a safe haven asset. This trend highlights the shifting landscape of finance and what it coul ... Show More

Unprecedented Gold Highs and Underlying Market DynamicsPeter discusses the historic rise of gold prices, which closed above $2,500 per ounce for the first time. He contrasts the performance of gold with that of Bitcoin, highlighting gold's significant growth since the start of th ... Show More

Gold is having a stellar 2024, up more than 25% recently to an all-time high above $2,600 an ounce. Silver is showing even larger gains. Investors can profit from a wide range of vehicles – including physical coins. But how do you get started? What’s different about buying physic ... Show More

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