Interest rates are drifting lower, jobs data keeps getting revised, AI stocks are whipping around on every earnings call, and gold is suddenly back at all-time highs. If you've looked at the headlines lately and wondered, “Is the Fed behind the curve? Is AI already a bubble? Should I be buying gold… or is it too late?” — you're not alone. There's a lot of noise right now around the dollar, inflation, and what actually belongs in a long-term portfolio.
In this episode, Hannah Chapman CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM and Chief Investment Officer of Juncture Wealth Strategies unpack:
The Fed's latest quarter-point rate cut
Which data points the Fed is watching ahead of their January meeting
Oracle's massive new AI infrastructure spend and what it tells us about the stage of the AI cycle
Why investor pushback on capital expenditures may actually be healthy
Gold and silver: why these metals are hitting new highs
How global confidence in U.S. institutions and the dollar plays into it
Will there be a return to the gold standard?
How to think about owning (or not owning) precious metals without making fear-based, all-or-nothing bet
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: [email protected]
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/