Are Safe Havens Breaking? Why Gold Is Falling & Treasury Yields Are Rising

Safe havens are supposed to protect investors during times of crisis… so why are they failing right now? In this episode, we unpack a market environment that’s breaking the usual playbook: • Gold is down about 20% from its recent highs • Treasury yields are surging instead of falling • Rate cut expectations have completely flipped We dig into what’s really driving markets right now - from inflation pressures and rising yields to shifting Fed expectations - and what it means for portfolios going forward. We also discuss: • Whether markets are close to a bottom despite geopolitical conflicts • Why defensive sectors look expensive while cyclicals may offer opportunity • And where we’re seeing opportunities in today’s environment And for a lighter twist at the end… Is the metaverse officially dead — or just down (a lot)?