Gold, Credit Cracks, and Inflation’s Next Move | Market Insights Broadcast

In this month’s Market Insights Broadcast, our Gatewood Investment Committee, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, break down October’s biggest market headlines — from the government shutdown and “credit cracks” in the economy to gold’s surprising strength and inflation’s possible second wave.

👉 Key Topics Include:
Why markets largely ignore government shutdowns
Cracks in the credit market — normalization or warning sign?
Gold’s surge despite a strong U.S. dollar
The Fed’s dilemma: rate cuts vs. inflation risk
How tariffs and geopolitics could fuel short-term volatility

Chapters:
00:00 – 00:21 | Intro & Setup — Government Shutdown Update
00:21 – 01:16 | Why Markets Largely Ignore Shutdowns
01:16 – 02:23 | Data Check: Shutdown Length & S&P Behavior
02:23 – 03:15 | Jokes, Tactics & No Trade Signal
03:16 – 04:11 | Credit Cracks Hit Headlines
04:12 – 05:17 | Creative Destruction & Normalization
05:18 – 06:28 | It’s Not (Mostly) Private Credit
06:29 – 07:12 | Banks Look Strong
07:13 – 08:52 | Crypto Leverage Wipeouts ≠ Systemic Risk
08:53 – 12:00 | Gold’s Surge & the Anti-Dollar Trade
12:01 – 13:40 | Private Credit, PE & AI Disruption
13:41 – 15:06 | Inflation’s ‘Second Wave’ Scenario
15:07 – 16:57 | Fed Dilemma: Cuts vs. Inflation Risk
16:58 – 19:40 | Tariffs, Tweets & Short-Term Volatility
19:41 – 21:10 | Big Picture & Wrap-Up

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