In this episode, the hosts discuss the latest trends in the financial markets, focusing on gold and silver prices, economic indicators, and the implications of Japan's new leadership. They delve into the risks associated with private credit and the current state of equity markets, while also exploring emerging commodities like antimony. The conversation emphasizes the importance of risk management in trading and concludes with predictions forthe upcoming week.

Takeaways

Gold hit 4000 this week, marking a significant milestone.

Silver briefly reached 51, showcasing volatility in precious metals.

Economic indicators are showing mixed signals, affecting market sentiment.

Japan's new female prime minister faces a challenging economic landscape.

Private credit poses risks similar to mortgage-backed securities from the GFC.

Equities are currently resilient despite economic uncertainties.

Copper prices are on the rise, indicating strong demand.

Antimony is emerging as a commodity of interest for investors.

Effective risk management is crucial for successful trading strategies.

Valuation discrepancies between CBA and JP Morgan raise concerns.