MoneyMasters Podcast 🎙️ 9/4/25: Gold Hitting Record Highs…Could $4,000 Be Next?

Mike Larson | Editor-in-Chief

In this episode of the MoneyShow MoneyMasters Podcast, Nancy Davis, founder of Quadratic Capital Management, and Mike McGlone, senior macro strategist at Bloomberg Intelligence, dive into what the end of a historic yield-curve inversion and a Fed cutting cycle could mean for investors – particularly in precious metals and bonds. 

Nancy breaks down why traditional bond benchmarks may not offer the safety many assume, while Mike explains what’s fueling gold’s breakout and why deflation risks are back on the radar.

They also touch on central bank gold buying, ETF flows, and how investors can think about balancing inflation and deflation in their portfolios. It’s a timely look at the forces shaping bonds, gold, other commodities, and stocks as 2026 nears.

Don’t forget: Both Nancy and Mike will be speaking at the 2025 MoneyShow/TradersEXPO Orlando, scheduled for Oct. 16-18 at the Omni Orlando Resort at ChampionsGate. Click here to register.

Hightower’s Link: Pay Attention to THIS Rather Than Focusing so Much on the Fed

Most investors are focused on the Fed, but Stephanie Link wants you to watch something else: Earnings.

In this high-energy keynote from the 2025 MoneyShow Masters Symposium Las Vegas in July, the chief investment strategist at Hightower Advisors broke down why she still sees upside in US equities despite macro uncertainty. Her case? Strong corporate balance sheets, better-than-expected earnings growth, and key leadership in overlooked sectors like financials, energy, and industrials.

3 Reasons You CAN’T Miss the 2025 MoneyShow/TradersEXPO Orlando!

Reason #1: You’ll Uncover Profitable Ideas for the Year Ahead – Get expert analysis on stocks, ETFs, fixed income funds, options, gold, energy, and alternative investments – plus timely portfolio strategies for 2026.

Reason #2: You’ll Get to Learn from the Nation’s Top Financial Minds…LIVE – Interact with leading experts like Peter Schiff, Charles Payne, Keith Fitz-Gerald, Alicia Levine, Danielle Shay, and more. Gain knowledge you can’t get from watching television or listening to podcasts.

Reason #3: You’ll Build Powerful Connections – Network with fellow investors, industry influencers, and leading companies in our vibrant Exhibit Hall. Exchange ideas, forge partnerships, and expand your circle of trusted resources.

• JOLTS Miss Boosts Rate Cut Bets – But Friday Data Looms
  👉️ TICKERS: SPY, TLT
  It’s a critical week for investors as they size up the US labor market, which includes yesterday’s JOLTS report and Friday’s all-important monthly jobs report. The JOLTS report missed economists’ expectations, but investors may find relief in increased confidence for a rate cut later this month, observes Bret Kenwell, US investment analyst at eToro.

• ALSN: A Vehicle Transmission Supplier with Attractive Fundamentals
  👉️ TICKERS: DAN, ALSN
  Allison Transmission Holdings Inc. (ALSN) is a leading designer and manufacturer of fully automatic transmissions for medium and heavy-duty commercial vehicles and medium and heavy-tactical US defense vehicles. Their strong OEM relationships and high barriers to entry provide a robust foundation for sustained market leadership, notes Kelley Wright, editor of IQ Trends.

☀️📈 Register HERE to get year-end picks and strategies at the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18).

💻 📈 Google Just Surged 9%! Here are 2 Options Trades to Keep Riding the Rally. (Barchart)