Kawika Shoji and Neil Rose discuss the relevance and performance of gold as an investment in the current market, the relationship between inflation and gold, and the increasing demand for gold as a hedge against uncertainty and risk.

Major Info Tech earnings announcements this week. Kawika Shoji gets some reactions and thoughts from Neil Rose on the tech sector now and going forward.

Kawika Shoji and Neil Rose discuss the potential market reactions to a Trump or Harris win on election day. How does Neil evaluate inflation?

Neil Rose, Kawika Shoji, and Arthur Mallet discuss the insurance industry and how Neil chooses what horses to bet on.

Neil Rose and Kawika Shoji share some thoughts on the current market environment. They touch on the election, other macro considerations, and extended trends in stock leadership.