Precious metals rally on real yields, weak jobs
The discussion argued the recent precious metals rally was driven by falling real yield expectations following a weak payrolls report, reasserting a historically important relationship.
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The story so far
CONTESTED · 59 MENTIONS · 38 EPISODES · 18 SHOWS
21 JUL 2026 — 9 AUG 2026 · TODAY
44 SUPPORT · 14 CHALLENGE · 1 REPEAT
- COMMODITY CULTURE
31 EPISODES BETWEEN · 51 MENTIONS
- PALISADES GOLD RADIO · 3 MENTIONS
- THOUGHTFUL MONEY
- THE POMP PODCAST
- THE JULIA LA ROCHE SHOW
- MACRO MUSINGS WITH DAVID BECKWORTH · 3 MENTIONS
- THOUGHTFUL MONEY
- MONETARY MATTERS WITH JACK FARLEY · 5 MENTIONS
- THE POMP PODCAST
- BLOOMBERG SURVEILLANCE
- COMMODITY CULTURE
- PALISADES GOLD RADIO · 2 MENTIONS
- WHAT BITCOIN DID
- WEALTHION - BE FINANCIALLY RESILIENT
- MACROVOICES
- PLANET MICROCAP PODCAST
- THE JULIA LA ROCHE SHOW
- COMMODITY CULTURE · 2 MENTIONS
- THE JULIA LA ROCHE SHOW
- PALISADES GOLD RADIO · 2 MENTIONS
- THOUGHTFUL MONEY
- WEALTHION - BE FINANCIALLY RESILIENT
- COMMODITY CULTURE · 3 MENTIONS
- THOUGHTFUL MONEY · 2 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- THE JULIA LA ROCHE SHOW · 3 MENTIONS
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- THOUGHTFUL MONEY
- WEALTHION - BE FINANCIALLY RESILIENT
- FORWARD GUIDANCE
- COMMODITY CULTURE · 3 MENTIONS
- WHAT BITCOIN DID · 2 MENTIONS
- BARRON'S STREETWISE
- UNCHAINED
- AFFORD ANYTHING
- EXCESS RETURNS
- THOUGHTFUL MONEY · 2 MENTIONS
- Long-dated TIPS offer high real yields
- Precious metals rally on real yields, weak jobs · THIS IDEA
- WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD