Episode 57

Navigating Market Rotations, Global Debt, and the Case for Gold - 01/24/2026

January 24th, 2026

52 mins 50 secs

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sideways markets market cycle reset portfolio risk management berkshire hathaway cash reserves contrarian selling investment discipline individual investor underperformance dalbar research momentum stocks petro dollar reserve currency status weaponization of the dollar tier one assets gold mining stocks preserving purchasing power gold bullion us treasury bills global carry trade japan bond market disruption unsustainable deficit debt global debt-to-gdp quantitative easing federal reserve policy greenspan put price-to-earnings multiples shiller index cape index small cap and value stocks russell 2000 surge s&p 500 performance market rotation

About this Episode

The Uncommon Cents Investing Committee explores the market’s transition from tech leaders to small caps and value stocks. The team critiques the "Greenspan Put" and historical market manipulations, warning that unsustainable global debt may soon trigger significant consequences. They analyze Japan’s bond market disruptions and the potential impact on the global carry trade. A deep dive into gold highlights its role in preserving purchasing power against the "weaponization of the dollar". Ultimately, the hosts stress that a disciplined strategy is vital for navigating market resets.