In this episode, Emma Wall and Matt Britzman unpack a busy week for markets and what it means for investors.

They look at what’s driving gold volatility and the role gold can play in portfolios against a shifting geopolitical backdrop. The episode also covers earnings season, with insights from Microsoft, Meta, Apple and Tesla, and how Big Tech results and AI investment are shaping market sentiment.

Finally, they unpack the Federal Reserve’s decision to hold interest rates and what the outlook for US rate cuts in 2026 could mean for equities and inflation.

This podcast isn’t personal advice. If you’re unsure what’s right for you, seek financial advice. Pension and tax rules can change, and benefits depend on personal circumstances. Investments can fall as well as rise in value, so you could get back less than you invest. Past performance is not a guide to the future.

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