Why the markets are unsettled right now
Fri Feb 06 2026
Gold is pulling back. Silver is getting smacked. Tech stocks feel heavy, crypto feels frozen, and investors everywhere are asking the same question: If things are so uncertain, why aren’t the “safe” assets working?
This week, Pete breaks down the psychology of a cranky market — one that isn’t panicking or crashing, but is deeply skeptical and increasingly impatient. We’ll explain why gold can fall even when people are uneasy, why silver drops harder when growth expectations soften, and how rising real yields, industrial demand, and investor fatigue all collide at the same time.
This isn’t fear-driven selling. It’s narrative exhaustion. And understanding the difference matters for how you invest, rebalance, and stay disciplined when markets stop being exciting.
If you’re feeling uneasy, bored, or quietly annoyed by your portfolio right now, this episode is for you.
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Gold is pulling back. Silver is getting smacked. Tech stocks feel heavy, crypto feels frozen, and investors everywhere are asking the same question: If things are so uncertain, why aren’t the “safe” assets working? This week, Pete breaks down the psychology of a cranky market — one that isn’t panicking or crashing, but is deeply skeptical and increasingly impatient. We’ll explain why gold can fall even when people are uneasy, why silver drops harder when growth expectations soften, and how rising real yields, industrial demand, and investor fatigue all collide at the same time. This isn’t fear-driven selling. It’s narrative exhaustion. And understanding the difference matters for how you invest, rebalance, and stay disciplined when markets stop being exciting. If you’re feeling uneasy, bored, or quietly annoyed by your portfolio right now, this episode is for you.