About this episode

The episode discusses recent fluctuations in financial markets, including the performance of gold, silver, Bitcoin, and mega-cap tech stocks, culminating in a historic rally for the Dow Jones Industrial Average.

Last week saw dramatic moves in financial markets. Gold and silver, which rose very sharply last year and in January, suddenly lurched down before stabilizing. Bitcoin took a nosedive before achieving a significant, although partial, recovery on Friday. Mega-cap tech stocks posted huge earnings gains but announced even more lofty capital spending plans, contributing to a general selloff in the sector. And, at the end of the week, stocks saw a resounding rally, pushing the venerable Dow Jones Industrial Average over 50,000 for the first time ever.

More episodes of Notes on the Week Ahead

• AI, Inflation and Interest Rates · April 20, 2026 · 12 min
• The Latest News and the Economic Outlook · April 13, 2026 · 12 min
• The Receding Tariff Tide · March 30, 2026 · 11 min
• The Investment Implications of Shrinking the Fed’s Balance Sheet · March 24, 2026 · 14 min
• How Will It End? · March 16, 2026 · 10 min
• An Updated Outlook for the U.S. Economy · March 9, 2026 · 10 min

Explore listener stats, chart rankings, contacts and more on the Notes on the Week Ahead podcast page.