In this episode of the Investing, Markets & Money podcast, we're diving into the surging commodities markets—with a spotlight on gold and silver—alongside Nitesh Shah, Head of Commodities and Macroeconomic Research at  @WisdomTreeEurope .

🔑 Key topics covered:
Why gold prices surged to $3,500
How geopolitical risk and de-dollarisation are driving central bank gold buying
The silent gold accumulation by central banks—what they’re not reporting
Is gold becoming the world’s second reserve currency?
Why silver might be the next breakout star, especially with new industrial demand

📈 If you're an investor tracking macro trends, commodity cycles, or global monetary shifts, this is a must-listen.

👉 Subscribe for more expert insights, ETF trends, and global market analysis.

#Gold #Silver #Commodities #WisdomTree #InvestingPodcast #CentralBanks #Macroeconomics #GoldPrice #FinancialMarkets #DeDollarisation #InflationHedge #NiteshShah

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00:00 Gold prices
04:05 De-dollarisation
08:01 Central banks buying gold through intermediaries
10:44 Silver prices
15:42 Is the Gold:Silver ratio a good indicator?
17:25 How liquid is the silver market?
19:02 Platinum prices
23:23 Oil market thoughts
28:24 US administration pro-oil
29:36 Livestock futures
31:01 Commodities for smaller investors

Why Central Banks Are Buying Gold Like Never Before | Ep.142

On top of all the geopolitical headlines the money and bond markets have had to contend with of late, there has been another news story which has recently garnered its own fair share of headlines: a new Fed Chair. This week on Basis Points, Kevin Flanagan gives his take on the conjecturing happening related to this possibility.

Will the Next Fed Chair Lurk in the ‘Shadows’?

The WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) has a decade under its belt, and a performance edge to show for it. This week on Basis Points, Kevin Flanagan shows how this core bond ETF outpaced the Agg by +1.6% over 10 years, proving its staying power across market cycles. 

Basis Point: 1/100th of 1 percent.  

Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary 

A Core Fixed Income Solution That is Built to Last

From tariffs and tech to local protests and market stimulus, this week on China of Tomorrow, Liqian Ren cuts through the noise. She offers a grounded take on China’s economic positioning, domestic sentiment, and how investors should interpret the latest U.S.-China trade dynamics.

China Beyond the Headlines

Wondering what the second half of 2025 could look like for muni bonds? This week on Basis Points, Kevin Flanagan talks with Jeff Burger, Senior Portfolio Manager at Insight Investment, about why recent legislation, aka the “One Big Beautiful Bill”, may be opening up new doors for Muni investors. From market supply to income potential, get the inside scoop on what makes WTMU and WTMY timely fixed income ideas.

Basis Points: 1/100th of 1 percent. 

What the ‘One Big Beautiful Bill’ Means for Muni Investors

From tech restrictions to infrastructure stimulus, China is walking a tightrope between global pressure and domestic priorities. This week on China of Tomorrow, Liqian Ren examines how shifting dynamics with the U.S., EU, and Russia are reshaping China’s economic outlook and what it means for investors.

Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary

Rethinking Risk in Chinese Equities

At the July FOMC meeting, the Fed left rates unchanged for the fifth straight time, holding firm at 4.25%–4.50%. This week on the Basis Points podcast, Kevin Flanagan explains why mixed data, tariff risks and signs of internal dissent are keeping policy makers cautious on the next move. 

Basis point: 1/100th of 1 percent. 


Fed Watch: See You in September?

Is the Fed ready to pivot? Following a surprisingly soft July jobs report and historic downward revisions, Kevin Flanagan breaks down why a September rate cut may be back on the table in this week’s episode of Basis Points. Tune in as he explores the shifting labor market, key inflation data to watch and how fixed income investors can position portfolios with short-duration strategies. 

Basis point: 1/100th of 1 percent. 

Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary 

Is a September Rate Cut Now in Play?

From rare earth leverage to Nvidia chip scrutiny and stalled trade talks, tensions between the U.S. and China remain high. This week on China of Tomorrow, Liqian Ren unpacks the delicate power dynamics shaping today’s negotiations, what’s driving policy hesitation on both sides, and how social and economic pressures are playing out on the ground in China. 

Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary

U.S.-China Relations: Chips, Tariffs and Tensions

Following the softer than expected July jobs report, the money and bond markets have fully embraced the narrative that a Fed rate cut will be coming at the September FOMC meeting. In this episode, Kevin Flanagan gives his thoughts on the Treasury yield curves to watch and where they may be headed in the months ahead. 

Basis point: 1/100th of 1 percent.

Please see the WisdomTree Glossary for additional definitions of terms and/or indexes: https://www.wisdomtree.com/investments/glossary

Basis Points: Steeper Curves Ahead

Macro commentary and expert-led discussions highlight what’s happening now in fixed income investing, so you can prepare for what’s next.

Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Kevin Flanagan is a registered rep of Foreside Fund Services, LLC.

The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast.

Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends.

Listen on SoundCloud, YouTube or wherever you get your podcasts.

Welcome to the China of Tomorrow podcast, hosted by WisdomTree's Director of Modern Alpha, Liqian Ren. Tune-in now to discover our on-the-ground insights and high level analysis on emerging markets from China to India and Beyond.

Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Liquian Ren is a registered rep of Foreside Fund Services, LLC.

New tracks tagged #wisdomtree