Gold's Confusing Signal: Why the Safe-Haven Trade Isn't Playing Out as Expected

About this episode

The episode discusses the unexpected decline in gold prices amidst rising geopolitical tensions and inflation concerns, questioning its role as a safe-haven asset.

Gold is dipping even as the Middle East conflict intensifies and inflation worries mount — a counterintuitive move that has investors scratching their heads about where to find safety. We explore what's really driving gold prices and whether the precious metal still belongs in a defensive portfolio. Today's Stocks & Topics: Treasury Bill, Market Wrap, Schwab U.S. Dividend Equity ETF (SCHD), Martin Marietta Materials, Inc. (MLM), Gold's Confusing Signal: Why the Safe-Haven Trade Isn't Playing Out as Expected, Select STOXX Europe Aerospace & Defense ETF (EUAD), Salesforce, Inc. (CRM), Uranium Royalty Corp. (UROY), AstraZeneca PLC (AZN). Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pm To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Progressive: https://www.progressive.com * Check out…

People in this episode

Hosts: Justin Klein, Luke Guerrero

Topics covered

• gold prices
• safe-haven trade
• Middle East conflict
• inflation
• defensive portfolio
• investment strategies

Keywords

• gold
• safe-haven
• inflation
• Middle East
• investment
• Treasury Bill
• stocks
• defensive portfolio

Sponsors

Anthropic, Chilipad, Plaud AI, Progressive, Quince, TaskRabbit, TruDiagnostic

Mentioned in this episode

Organizations: Schwab U.S. Dividend Equity ETF, Martin Marietta Materials, Inc., Salesforce, Inc., Uranium Royalty Corp., AstraZeneca PLC

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