Gold surges past $5,500 as geopolitical flashpoints multiply and the dollar weakens. Plus: US-Iran tensions escalate oil markets, European tech faces headwinds, Meta's $115B AI capex bomb, and young Americans question US power. Trades: long gold, long energy, short European bonds. The One Number: $115 billion.

Gold surges past $5,500 as geopolitical flashpoints multiply and the dollar weakens. Plus: US-Iran tensions escalate oil markets, European tech faces headwinds, Meta's $115B AI capex bomb, and young Americans question US power. Trades: long gold, long energy, short European bonds. The One Number: $115 billion.

29/01 Gold Hits $5,500 Record

Markets move. We tell you why.

Alex and Emma cut through the noise to deliver what matters for investors. Geopolitics, macro, AI, commodities, trade ideas, and the stories everyone missed.

Sharp. Fast. Occasionally cynical. Always actionable.

New episode every market day. 8 minutes. Coffee not included.

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Markets move. We tell you why. Alex and Emma cut through the noise to deliver what matters for investors. Geopolitics, macro, AI, commodities, trade ideas, and the stories everyone missed. Sharp. Fast. Occasionally cynical. Always actionable. New episode every market day. 8 minutes. Coffee not included.

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29/01 Gold Hits $5,500 Record

29/01 Gold Hits $5,500 Record