Podcast: Play in new window
This week’s McAlvany Weekly Commentary covers a sharp temporary drop in gold as tightening liquidity pressures force selling across the system. David also looks at the energy shock now hitting Asia and Europe, with prices rising 35% to 140% in key areas. He explains why this dramatic counter-trend move in the metals may actually reinforce the longer-term bullish case. The episode also breaks down growing stress in private equity and private credit as conditions continue to tighten.
