In this week’s Cents of Security, I sit down with Patrick Brown, Head of Climate Analytics at Interactive Brokers, to discuss:

Gold isn’t just a relic—it’s a hedge, a reserve, and a statement. I sat down with Nitesh Shah, Head of Commodity Research at WisdomTree, to explore why central banks are stockpiling gold, how interest rate policy shapes metal markets, and what rising global debt means for hard assets.

Mary MacNamara and Interactive Brokers’ Jose Torres discuss key mayoral and gubernatorial races, prediction market odds, and what these political shifts could mean for affordability, trade, and economic growth.

The Fed’s latest rate cut sparks debate on future policy, prediction market surges, and geopolitical developments—from Trump’s Asia trip to AI investment concerns. Jose Torres breaks it all down.

In this week’s Cents of Security Podcast, explored with Jeffrey Fidelman of Fidelman & Co. how startups can apply sales-style thinking to fundraising.

Highlights:

If you're raising capital or advising someone who is, this episode is packed with practical insights.

In this week’s Cents of Security Podcast, I spoke with Jose Torres, Senior Economist at Interactive Brokers, about the latest CPI report and its ripple effects across the economy.

Why inflation came in below expectations

Jose’s insights help decode the macro puzzle and what investors should watch next.

Mary MacNamara speaks with Mobeen Tahir of WisdomTree about the global comeback of nuclear energy, its role in powering AI infrastructure, and how investors can tap into the nuclear value chain.

How AI’s energy demands are reshaping the future of power

The rise of small modular reactors and their role in data centers

Interactive Broker’s Mary MacNamara and Jose Torres unpack the U.S. government shutdown, AI-fueled market highs, and gold’s surge as investors weigh optimism against economic uncertainty.

Mary MacNamara and Jose Torres break down the rising odds of a U.S. government shutdown, what the JOLTS report reveals about worker confidence, and how missing data could leave markets flying blind.

Jose Torres, Senior Economist at Interactive Brokers, joins Mary MacNamara to explore how AI infrastructure is reshaping GDP, energy demand, and the future of U.S. industrialization.