Limit Up! 9 Feb 2026

Summary

In this episode of the Limit Up Weekly Podcast, Don Collins and Ian Reynolds discuss the current economic landscape, focusing on the challenges posed by high debt levels, geopolitical tensions, and market volatility. They analyse the recent performance of Bitcoin, gold, and silver, highlighting the impact of external factors on these assets. The conversation also delves into investment strategies amidst changing market dynamics, emphasising the importance of understanding macroeconomic indicators and the potential for deflation.

Takeaways

Making money in stressed capital market situations is tough.
The world is facing significant economic challenges.
Bitcoin is experiencing volatility due to external pressures.
Gold and silver are becoming increasingly volatile assets.
The US is struggling with contradictory fiscal and monetary policies.
Market dynamics are shifting towards more defensive stocks.
Investors should be cautious about the implications of quantum computing.
There is a potential for deflation despite concerns about inflation.
True inflation metrics indicate a decline in prices.
Understanding macroeconomic indicators is crucial for investment strategies.

Sound Bites

"The black swans are here for Bitcoin."
"The Trojan horse for Trump."
"True inflation is actually below 1%."

Chapters

00:00 Navigating Economic Turbulence
07:57 The Volatility of Gold, Silver, and Bitcoin
16:07 Market Dynamics and Investment Strategies