Many global indices are all pushing fresh peaks despite trade tensions, geopolitical headlines and lingering doubts over AI valuations, but leadership is shifting: metals are surging while tech shows early signs of fatigue. Silver is swinging around $80 as China clamps down on exports, tightening global supply, while copper hits record highs on tariff-driven flows and strong underlying demand. The softer US dollar is providing extra fuel for the rally, rotation trades pick up.
Investors are navigating a landscape where macro support is strong — rate cuts loom, inflation is easing in key regions and geopolitical shocks are creating selective opportunities.
Yet, in a market of record highs, discerning where opportunities lie has never been more crucial. Watch the full episode to find out more!










