All Episodes
Episodes
US-Iran War: What It Means for Gold, Silver, Energy, Tech
When markets are driven by headlines, prediction becomes the enemy. My focus is money flow first, fundamentals second. Price tells you where capital is actually moving.
The goal is not to be right about geopolitics....
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Winners and Losers Splitting Fast: Donāt Get Caught on the Wrong Side
Markets are dealing with a rare mix of uncertainty drivers, and tariff headlines are back in play. In this environment, prediction is a fast way to get whipsawed.
The key is to recognise the two-speed market early:...
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Huge Volatility to Define 2026: Whatās Working & Whatās Not?
When volatility rises, most investors look for a story to make them feel certain. Thatās understandable, but itās also where people get trapped. The market is forward-looking, and when the pace of change accelerates,...
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2022-Style Reset Setting Up? Metals Strong LT: What Iām Buying (and Avoiding)
In 2021 and into 2022 we saw leadership roll over, relative strength relationships deteriorate, and risk preferences rotate toward defensives. Iām seeing similar āwarning typeā behaviour in key ratios again. That does...
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Fridayās Shock Sell Off: How Deep Can This Go (and What Iām Watching)
Fridayās sell off was a shock to the system, and it matters because confidence just broke.
When that happens, markets often shift into volatile, stop start conditions.
The goal is not to predict the next headline. The...
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Iām as Bullish as Iāve Been in Years (Hereās the Evidence)
Markets are facing an unusual cocktail right now: geopolitical flashpoints, bond market stress, and plenty of headline risk.
Yet price action has stayed surprisingly calm, and that matters.
In this weekās update I...
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Commodity Trend is Unfolding: Where I'm Fishing in 2026
A major rotation in global capital has been driving powerful moves across commodities, and the opportunity looks likely to keep unfolding through 2026. The key is not the headline. Itās having a plan, reading the...
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2026 Market Outlook: Why My Plan Has Changed
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For the full experience, watch the YouTube video...
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The 7 Mega Trends to Dominate Markets in 2026
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For the full experience, watch the YouTube video...
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Materials Are Taking Control: The Rotation You Canāt Ignore
Market leadership has shifted. Tech and semis wobbled, but the broader market held up, and that usually signals rotation, not exit.
For the full experience, watch the YouTube video...
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Boom ASX Niche Iām Predicting for 2026 - Before the Crowd Catches On
This week I unpack why I think a very specific corner of the ASX may have a genuine window of strength into 2026, and how I am positioning around it.
For the full experience, watch the YouTube video...
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Bounce Back Was Fast ā Now Iām Pivoting Hereā¦
The market didnāt waste any time bouncing ā but the leadership looks very different to a few weeks ago.
In this update I walk through why I think the recent sell-off now looks like a classic bull market shakeout, not...
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