War bullish for stocks in dollars, gold in real terms
The guest argued the net effect of the Iran war and the policy response is positive for US stocks in nominal terms but bullish for gold as a store of value.
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The story so far
CONTESTED · 249 MENTIONS · 158 EPISODES · 36 SHOWS
3 JUL 2025 — 20 AUG 2026 · 2D AGO
123 SUPPORT · 23 CHALLENGE · 2 REPEAT · 101 MENTIONED
- THE ACQUIRERS PODCAST
53 EPISODES BETWEEN · 83 MENTIONS · 98 NOT KEPT
- 98 EPISODES NOT SHOWN
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- WHAT BITCOIN DID
- EXCESS RETURNS
- COMMODITY CULTURE
- THE POMP PODCAST · 2 MENTIONS
- EXCESS RETURNS · 5 MENTIONS
- THOUGHTFUL MONEY
- PALISADES GOLD RADIO
- WEALTHION - BE FINANCIALLY RESILIENT
- ANIMAL SPIRITS
- EXCESS RETURNS
- TOP TRADERS UNPLUGGED · 2 MENTIONS
- THE MEB FABER SHOW
- THOUGHTFUL MONEY
- THOUGHTFUL MONEY
- EXCESS RETURNS · 3 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- THE COMPOUND AND FRIENDS
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- THE JULIA LA ROCHE SHOW
- EURODOLLAR UNIVERSITY
- THOUGHTFUL MONEY · 3 MENTIONS
- MACRO MUSINGS WITH DAVID BECKWORTH
- REAL VISION DAILY BRIEFING
- PROF G MARKETS
- THE JULIA LA ROCHE SHOW
- WEALTHION - BE FINANCIALLY RESILIENT
- TOP TRADERS UNPLUGGED · 3 MENTIONS
- FORWARD GUIDANCE
- EURODOLLAR UNIVERSITY
- THE POMP PODCAST
- PROF G MARKETS · 3 MENTIONS
- BLOOMBERG SURVEILLANCE
- MACROVOICES · 2 MENTIONS
- GOLDMAN SACHS EXCHANGES: THE MARKETS · 3 MENTIONS
- ODD LOTS
- THE BEST EVER CRE SHOW · 2 MENTIONS
- THE MEB FABER SHOW · 3 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- EXCESS RETURNS · 5 MENTIONS
- THE JULIA LA ROCHE SHOW
- THOUGHTFUL MONEY
- BLOOMBERG SURVEILLANCE
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- COMMODITY CULTURE · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- MARKETPLACE
- TOP TRADERS UNPLUGGED
- WSJ WHAT'S NEWS
- MARKETPLACE
- COMMODITY CULTURE · 3 MENTIONS
- EXCESS RETURNS · 2 MENTIONS
- THE DERIVATIVE
- MONETARY MATTERS WITH JACK FARLEY · 10 MENTIONS
- Industrial metals on reshoring, grid build-out
- Dollar reserve status must end for reshoring
- AI CapEx and deficits driving long-end yields higher
- Treasury buybacks as soft yield curve control
- Fed's Warsh constrained by math, not a hawk
- AI CapEx boom will end in a bust
- Gold as the primary hedge against treasury market stress
- Gold to outperform equities over the medium term
- Own industrials, short bonds in gold terms
- War bullish for stocks in dollars, gold in real terms · THIS IDEA
- MACROVOICES · 5 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD