#USA #Investment - Ted Oakley: How Smart Money Is Positioning in #Energy, #Gold and #Cash: Kitco News

13 October 2025

Recorded September 12, 2025, this condensed version of Ted Oakley’s full Kitco interview with Jeremy Szafron bridges the gap between market euphoria and underlying stress. 

Ted argues that fundamentals still matter, “a dollar is still a dollar," and outlines why smart money is positioning in energy, gold, and cash as distortions, leverage, and passive flows overtake valuations. 

Oakley explains how passive, algorithm-driven markets mask real fragility, and why investors must pick and choose what they own instead of blindly chasing indices. Since this interview, gold has surged above $4,000/oz for the first time, confirming his forecast’s urgency. 

The Fed also delivered its first rate cut of 2025, and some energy stocks are showing renewed strength amid inflation and geopolitical risk.

#USA #Investment - Stocks Pull Back as Spending Holds Up | The Close 9/26/2025: Bloomberg

27 September 2025

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are KPMG’s Diane Swonk, Ameriprise’s Anthony Saglimbene, Oppenheimer’s Brian Nagel, ABC’s Robert Herjavec, MNTN’s Mark Douglas, Interactive Brokers’ Steve Sosnick, S&P Global Ratings’ Nora Wittstruck, George Mason University’s Thomas Hoenig, Pro Shop’s Chad Mumm, Grammy-Nominated Music Producer Steve Aoki.

Markets are linked to Politics 

Russell 2000		2,434.32	+0.97%
Dow 30		46,247.29	+0.65%
S&P 500		6,643.70	+0.59%
Nasdaq		22,484.07	+0.44%
S&P/TSX Composite index		29,761.28	+0.10%
IBOVESPA		145,446.66	+0.10%
US Dollar Index		98.18	+0.03%
VIX		15.29	-8.66%

 

Washington Week with The Atlantic full episode, Sept. 26, 2025

27 September 2025

President Trump swore to seek retribution against his political adversaries, and he’s delivering on his promise. Never in modern history has a president used the tools of state power so blatantly to punish his foes. Join moderator Jeffrey Goldberg, Stephen Hayes of The Dispatch, Karen Tumulty of The Washington Post, Ali Vitali of MSNBC and Nancy Youssef of The Atlantic to discuss this and more.