The Rundown Gold and Silver Crash, Disney Preps for New CEO
23 snips
Feb 2, 2026 A market update covering a sharp crash in gold, silver and bitcoin and what's driving the downturn. Discussion of Disney’s earnings beat and rising CEO succession anxiety. Oracle’s bold plan to raise up to $50 billion to fuel massive AI data center builds. A rebound in Unity after AI fears and uncertainty around a potential NVIDIA–OpenAI deal. Signs the housing market is tipping back toward buyers.
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Rates Shocked Metals And Crypto
- Kevin Warsh's Fed nomination sparked a sharp sell-off in gold, silver, and Bitcoin as markets priced in higher rates.
- Zaid Admani suggests the reaction may be overdone given uncertainty about actual rate hikes.
Leverage Drove Silver's Volatility
- Excess leverage and speculation amplified silver's dramatic run-up and its brutal crash.
- The show points listeners to a weekend deep dive for detailed bull and bear cases on silver.
Disney Beat Yet Faces Growth Headwinds
- Disney beat revenue and earnings expectations driven by streaming and parks strength.
- Despite the beat, the stock fell as Disney warned U.S. park tourism is slowing.