Gold Hitting Record Highs…Could $4,000 Be Next?

In this episode of the MoneyShow MoneyMasters Podcast, Nancy Davis, founder of Quadratic Capital Management, and Mike McGlone, senior macro strategist at Bloomberg Intelligence, dive into what the end of a historic yield-curve inversion and a Fed cutting cycle could mean for investors – particularly in precious metals and bonds.

Nancy breaks down why traditional bond benchmarks may not offer the safety many assume, while Mike explains what’s fueling gold’s breakout and why deflation risks are back on the radar.

They also touch on central bank gold buying, ETF flows, and how investors can think about balancing inflation and deflation in their portfolios. It’s a timely look at the forces shaping bonds, gold, other commodities, and stocks as 2026 nears.


CHAPTERS:

00:00 — Intros and Guest Backgrounds
01:20 — Bond Market Shifts and Fed Policy
03:15 — Yield-Curve Inversion and What Comes Next
05:10 — Rate Cuts, Term Premium, and Real Rates
07:15 — Gold’s Breakout and Drivers
09:00 — Central Bank Buying and ETF Flows
11:00 — Silver, Platinum, and Broader Metals
13:00 — Inflation vs. Deflation Risks
15:10 — Core Bond Indices and Hidden Risks
19:50 — Final Takeaways and Event Details

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