About this episode

The episode features a discussion with PurpleDrinkCapital about recent market movements and trends in 2026.

On Thursday I had PurpleDrinkCapital back on the podcast to talk about some of the wild moves in the market so far in 2026. If you’re seeing this on the podcast feed, you might want to switch to YouTube or Substack for the charts. We talked about the broader market and the momentum unwind of recent weeks, his view on oil and the metals, the speed of markets, and several other topics. You can find his Substack below, but you can also find him on Twitter . Podcast Summary * The momentum unwind in certain stocks in recent weeks. * Massive moves in large cap stocks as institutions chase momentum names. * Why liquidity matters and where he sees the indices going in coming months. * His view on the energy situation with the Strait of Hormuz, and why he’s focused on the oil price chart that keeps making lower highs. * Why he thinks precious metals are going to perk up soon, but will take some time to head towards all time highs. * The changes in the market that have led to faster moves. * Why tech will have to lead for the market to head significantly higher. * Why copper has been holding up better than gold and silver. * His view on bonds and interest rates. * Book Recommendation…

People in this episode

Host: Ben Kelleran

Guest: PurpleDrinkCapital

Topics covered

• market analysis
• momentum trading
• oil prices
• precious metals
• bonds and interest rates
• technology sector

Keywords

• market trends
• momentum unwind
• oil prices
• precious metals
• bonds
• interest rates
• technology

Mentioned in this episode

Books & works: Under The Bright Lights

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