
Shelter In Place Or Buy The Dip?
From Economic Insights by Selim
February 8, 2026 · 23 min · Season 3 · Episode 5
About this episode
Alex and Selim discuss the impact of precious metals and AI spending on market decisions.
AI host Alex and Selim break down how historic precious metals carnage collided with Wall Street's AI spending reckoning. From software lenders watching distressed loans double overnight to the BOE's dovish four-member revolt signaling rate cuts ahead, they navigate a week where markets couldn't decide between shelter-in-place and buying-the-dip.
People in this episode
Hosts: Alex, Selim
Topics covered
- precious metals
- AI spending
- Wall Street
- market trends
- interest rates
Keywords
- precious metals
- AI spending
- Wall Street
- market trends
- interest rates
- BOE
- buy the dip
Mentioned in this episode
Organizations: BOE
More episodes of Economic Insights
- Nine Days of Glory, One Day of Reckoning · June 7, 2026 · 16 min
- The Beijing Letdown: How Trump's Empty Hands and Britain's Chaos Broke the Bond Market · May 17, 2026 · 16 min
- Peace, With Exceptions · May 10, 2026 · 13 min
- On Hold And On Guard - Central Banks Watch Out For Inflation · May 3, 2026 · 19 min
- Wait and See: The Three Words Driving Central Banks · April 26, 2026 · 18 min
- Strait Talk: Oil, Peace Talks, and Europe's Political Earthquake · April 19, 2026 · 20 min
Explore listener stats, chart rankings, contacts and more on the Economic Insights podcast page.