Trump at Davos Sparks Safe-Haven Rush: Gold, Commodities, Tariffs & Fed Chair Watch

Описание: Welcome back to StockTwitsTV. Host Michele Steele is joined by Meghan King (live from London) as markets process a huge wave of “Trump at Davos” energy—tariff threats (10% rising to 25%), Europe’s reaction, and the use of Greenland diplomacy as an economic lever. Meghan explains how foreign policy uncertainty is pressuring equity benchmarks and driving sector rotation into commodities, while an Arctic freeze adds real-world demand pressure—especially in natural gas.

They also dig into the safe-haven bid as investors gravitate toward physical assets, with gold and silver approaching psychological targets (gold toward $5,000, silver toward $100) amid a mix of policy uncertainty and climate/industrial tightness. On monetary policy, they discuss the “waiting game” around the next Fed chair, why markets care about the Fed’s philosophy (inflation vs. growth vs. markets), and the guidance that a decision could come as soon as next week, with Powell’s tenure ending in May.

Then it’s onto individual movers: Netflix down despite a revenue beat as growth slows and attention becomes the commodity; Ryan Cohen buying 500,000 GameStop shares in the open market; Berkshire preparing to exit its 28% Kraft Heinz stake and openly labeling it a rare mistake; and Lemonade unveiling autonomous car insurance as an AI-driven risk pricing bet. Finally, Meghan previews earnings themes (J&J, Halliburton, Ally, Schwab, JPMorgan) and closes with a 48-hour watchlist: gold and silver as markets reconsider what truly counts as a safe haven.

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/te...

Chapters / Timestamps

00:00 — “Trump at Davos” energy + commodities on fire
00:28 — Europe reacts: tariffs (10% → 25%), Greenland as leverage
01:13 — Greenland is NATO + force off the table, checkbook on the table
01:53 — Risk repricing: equity pressure + rotation into commodities
02:20 — Arctic freeze + natural gas demand/supply chain shock
02:59 — “Trump trade” tickers: nuclear/oil vs renewables
03:29 — Safe havens: gold $5,000? silver $100? (psychological targets)
04:44 — Fed chair uncertainty: markets hate the waiting game
05:23 — Treasury guidance: decision could come as soon as next week
06:42 — Netflix down 5%: margins, slowing growth, short-form test
08:27 — Ryan Cohen buys 500,000 GME shares: confidence signal
09:49 — Berkshire (Greg Abel era): admitting Kraft Heinz mistake
11:29 — Lemonade: autonomous car insurance + AI risk pricing
12:56 — Earnings watch: J&J, Halliburton, Ally, Schwab, JPM
14:19 — Liquidity as differentiator: capital raises in volatility
16:01 — 48-hour watchlist: gold & silver + what is “safe haven” now?