Gold’s Bull Market Is Intact, But the Next High May Take Time | Florian Grummes
Florian Grummes, Managing Director of Midas Touch Consulting, joins Kitco Mining’s Paul Harris at the 2026 Precious Metals Summit in Beaver Creek to discuss gold’s secular bull market, silver’s long-term technical setup, and why the next major move may take longer than many investors expect.Grummes…
BlackRock Just Made Bitcoin's Bull Case
AI's $3.1 trillion in off balance sheet commitments can end two ways, and both end with the printer running. Jackson, Michael and Brian make the case for Bitcoin, from the biggest ETF inflow day of 2026 to Howard Marks's new memo and BlackRock's AI research.
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Holding Bitcoin for…
AI safety fears hit Washington
Trump and tech leaders could meet as AI safety fears mount. (0:17) OpenAI pauses model training ahead of awkwardly timed DevDay. (1:01) Friday's jobs report could send Treasury yields even higher. (2:21) Show NotesMicron Earnings: Bull Case and Bear CaseEarnings CalendarDividend RoundupEpisode tra…
America’s Debt Problem Is Bitcoin’s Bull Case | Andy Constan
“The things they need to do to bring inflation down are just too painful for them.”
Andy Constan returns to discuss why he thinks politicians will keep running large deficits, how inflation can shift the cost of America’s debt onto savers and future generations, and why that creates a bull case…
Macro Concerns? Crypto’s Bull Case vs. Rising Rates
Crypto is acting like a bull market even as macro risks keep building. Mike and Ryan break down why Bitcoin and altcoins are shrugging off rising yields, rate-hike fears, and oil volatility, what the market reset is signaling, and why Mike still believes crypto is early in a new cycle. They also co…
AI Rally Strengthens Eddie Ghabour's Bull Case, Sees Crude Topping & ETFs Rallying
The latest market moves are strengthening Eddie Ghabour's outlook for 2026 and into 2027. The S&P 500 (SPX) and Nasdaq-100 (NDX) rallying to new record highs in face of rising Treasury yields is something he believes backs a strong bull thesis. Eddie doesn't show any concern until technical and key…
226. Should You Still Own Bonds?
In this completely unscripted episode, Jason and Jeff tackle the broad economic vibes surrounding the market’s resilience despite mounting geopolitical and macroeconomic uncertainty. The duo debates whether the normalization of sports betting and prediction markets is quietly threatening the cultur…
Ted Thatcher on Bull Case for Stocks Despite Treasury Yield Spike, Crude Oil Pressures
Ted Thatcher believes the uptick in GDP and corporate profits confirm an incoming uptrend for the stock market even as macro volatility takes aim at current momentum. He's in the camp the S&P 500 (SPX) will reach 8,000 by the end of 2026 and believes the index would be significantly higher if not f…
Trump Just Made Bitcoin's Bull Case
Trump told Time that certain levels of inflation will pay off the debt very rapidly. Jackson, Michael and Brian explain why that makes Bitcoin's bull case, then take on a lopsided S&P 500, the AI funding frenzy, FinCEN's retreat and BitGo's custody bet.
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Onramp After Hours: a…
Ryan Detrick's Bull Case for Stocks Heading Into Earnings Season
Ryan Detrick discusses why he remains bullish on stocks despite concerns around AI valuations, higher interest rates, and slowing growth. Detrick points to improving market breadth, strength in financials and industrials, resilient consumer spending, and continued AI investment as reasons the bull …
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