MARKET REACTION: Israel Attacks Iran, Gold, Dollar, Oil | David Giesecke

Israel attacked Iran overnight. How is the market reacting to the attack? We take a look at Gold, Oil, the Dollar and a lot more. We further discuss the current state of the economy, the stock market and where we are in the commodity cycle! #gold #israel #iran 👨‍💼 Guest: David Giesecke, Founder🏢 Company: Cycle Investment Strategy 𝕏 @cycle_strategy🌎 https://www.cycleinvestmentstrategy.com/📅 Recording date: June 13th, 2025-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/Timestamps (AI generated)00:00 Intro01:04 Cycle Investment Strategy Explained02:25 Historical Cycles vs. “This Time Is Different”04:26 Macro Environment & Recovery Outlook07:04 GDP Growth vs. Recession Narratives08:18 Fiscal Policy Shift & Stimulus Environment09:19 QE or Fiscal Stimulus? Market Drivers10:56 US Debt Ignored by Markets?13:38 Institutional vs. Retail Market Participation16:01 Market Outlook: More Runway or Final Blowoff?17:33 Capital Flows & Dollar Weakness19:22 Initial Reaction to Israel-Iran Conflict22:07 Safe Havens: Gold vs. Dollar and Bonds24:02 Commodity Cycle & Dow/Gold Ratio26:10 Gold vs. Silver vs. Oil – Rotation in Commodities27:02 Gold Overvalued vs. Other Commodities?29:04 Risk Appetite & Gold/Silver Ratio Outlook30:42 Miners & Capital Rotation Patterns32:59 Biggest Opportunity: Silver Miners34:02 Where to Follow David Giesecke’s Work34:46 Outro & Final Thoughts**Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.