Limit Up! Capital Markets Podcast, 19 January 2026

In this episode of Limit Up, hosts Ian Reynolds and Don Collins discuss the latest developments in capital markets, focusing on the impact of geopolitical events and economic indicators. They delve into the influence of President Trump's tariffs on the markets, particularly regarding the recent turmoil surrounding Greenland and its implications for NATO countries. The conversation also touches on Japan's potential snap election and China's significant bullion purchases from Russia, highlighting the shifting dynamics in global trade and finance.

The hosts analyse the current trends in commodities, particularly gold and silver, which have reached new highs amid rising bond yields and a weakening Yen. They explore the implications of these trends for investors, emphasising the importance of gold as a hedge economic instability. The episode concludes with a look at the upcoming monetary policy meetings and the potential for a U.S. government shutdown, underscoring the need for investors to stay informed and agile in a rapidly changing market environment.

Takeaways:
Trump's tariffs are causing market instability.
Gold and silver are trending upwards due to supply shortages.
China's bullion purchases from Russia indicate a shift in global finance.
The U.S. dollar is at a critical inflection point.
Upcoming monetary policy meetings could impact market dynamics.