Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
How Gold Bulls Are Reading the Same Market Differently
John Paulson recently said we're in the early stages of a long-term bull market for gold. Lucas and Luna dig into what that actually means — not a blanket endorsement of the metal, but a signal about how some of the smartest capital allocators are positioning right now. They contrast gold's breakout with the stock market's quiet consolidation, look at the VIX and VVIX data from July 23, 2026, and ask whether gold is really a hedge or just another crowded trade. Along the way, they touch on the yield curve, real GDP growth of 2.1 percent, and why an 83-year-old hedge fund…
The skinny
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