Home Podcasts Trading in the New Economy
Trading in the New Economy

Trading in the New Economy

Specialist Share Education 181 Episodes Aug 9, 2026

Australian stock market educator and fund manager Garry Davis provides top-down insights into the global economic environment and its impact on financial markets, from the US to the ASX. The podcast includes weekly commentary on indices, bonds, spreads, currencies, commodities, and what smart money is doing, along with short educational segments. It is mostly taken from a weekly YouTube show and aims to deliver unbiased, logical guidance for succeeding in the new economy.

Episodes

Gold Breaks Out as Opportunities Explode Across Markets
Gold Breaks Out as Opportunities Explode Across Markets Aug 9, 2026 1260 The market message has turned strongly more positive, with improving breadth in the US, a much better tone across multiple sectors, and an explosive breakout in gold. In this update, Garry Davis looks at the broader change of character across markets, what the latest money flows are signalling, and why being organised still matters when volatility can return quickly. Watch on YouTube View
This Market Is Punishing Guesswork: Here’s How to Stay in Control
This Market Is Punishing Guesswork: Here’s How to Stay in Control Aug 1, 2026 1904 Markets are rewarding discipline and punishing anyone trying to make sense of every headline in real time. In this update, Garry Davis explains why AI and semiconductor weakness, rising bond yields, gold’s tightening setup and a highly selective earnings season all point to the same conclusion: get organised before the market forces you to react. Watch on YouTube View our results scoreboa
AI’s Biggest Test Has Begun: Should You Still Buy the Dip?
AI’s Biggest Test Has Begun: Should You Still Buy the Dip? Jul 26, 2026 1213 AI earnings season has begun, and the market is no longer accepting spending promises at face value. In this update, Garry Davis examines what Google’s result and the market response are signalling about hyperscaler capital expenditure, free cash flow and the changing leadership across US markets. Watch on YouTube   |   View our scoreboard of results   The first m
Was Friday the Pause Before the Next Leg Down?
Was Friday the Pause Before the Next Leg Down? Jul 18, 2026 2479 Friday’s sharp intraday recovery showed that buyers are still present. It did not confirm that the market has formed a low. In this update, Garry Davis explains why forced selling and leverage are creating unusually fast market moves, what the next six weeks of major earnings could reveal, and why a repeatable process matters more than predicting the top or bottom. Watch on YouTube Market
The AI Trade Has Rotated. Has Gold Bottomed?
The AI Trade Has Rotated. Has Gold Bottomed? Jul 12, 2026 1880 The AI trade has rotated, and gold may be getting closer to a bottom. In this update, Garry Davis explains why semiconductor risk has risen in the short term, where money is moving, and what still needs to happen before gold can be treated as a confirmed recovery. Watch on YouTube The long-term semiconductor thesis remains compelling, but the character of money flows has changed. Wider sw
Wild Markets, Scary Headlines: My Calm & Rational Response
Wild Markets, Scary Headlines: My Calm & Rational Response Jul 5, 2026 1678 A wild week in markets produced no shortage of scary headlines.  In this update, Garry Davis explains why investors should be careful about jumping to conclusions too quickly, and why calm, rational analysis still matters most when volatility rises. Watch on YouTube This week’s update steps back from the noise and focuses on what actually changed, what did not, and what investors sho
AI Trade Phase 2 Begins: Q3 Earnings to Split Winners From Losers
AI Trade Phase 2 Begins: Q3 Earnings to Split Winners From Losers Jun 28, 2026 2391 The AI trade has entered a new phase. Micron has helped prove that AI infrastructure demand is real, but the market is now asking a harder question: which companies can turn that demand into genuine economic returns? For the full experience, watch the YouTube video View our scoreboard of results In this week's update, Garry Davis looks at why Q3 earnings are now pivotal for the AI trade,
Tech Surges While Commodities Crack: Time to Rebalance?
Tech Surges While Commodities Crack: Time to Rebalance? Jun 21, 2026 1695 Tech is still leading, commodities are under pressure, and the US dollar has just added a new complication. That makes this a useful time to step back and ask whether your portfolio is still balanced for the market in front of you, not the market you would prefer to see. For the full experience, watch the YouTube video View our scoreboard of results In this week’s update, Garry Davis look
Wild Week in Markets: Gold, Commodities & the Next Move
Wild Week in Markets: Gold, Commodities & the Next Move Jun 13, 2026 965 It’s been one of the wildest weeks many investors will have seen for some time, with sharp swings in sentiment leaving plenty of people wondering what comes next. For the full experience, watch the YouTube video at https://www.youtube.com/watch?v=44VozqCD89c 📈 View our scoreboard of results here: www.specialistshareeducation.com.au/insiders-club/#core_results In this week’s update, Garry
Tech & Commodities Get Smashed. Is This the Top?
Tech & Commodities Get Smashed. Is This the Top? Jun 7, 2026 2111 👉 Insiders Club Special Offer $149/mth for 2 months (for serious wealth builders)Entry and exit alerts, strategy, education and full email support.https://www.specialistshareeducation.com.au/insiders-club Friday was an ugly session across parts of the US market, with tech, AI-related stocks and commodities all coming under pressure. But was it panic selling? Or was it a normal, healthy re
Top Forming or Just Getting Started? How to Buy Rebounds
Top Forming or Just Getting Started? How to Buy Rebounds May 16, 2026 2156 👉 Insiders Club Special Offer $149/mth for 2 months (for serious wealth builders)Entry and exit alerts, strategy, education and full email support.https://www.specialistshareeducation.com.au/insiders-club After months of volatility, forced selling, war-driven uncertainty, energy disruption and pressure on the Australian economy, some of the strongest rebounds have already started to unfol
Markets Pricing Imminent Peace: What If They’re Wrong?
Markets Pricing Imminent Peace: What If They’re Wrong? May 10, 2026 1145 Markets are pricing a relatively positive outcome from the US-Iran conflict, but what happens if peace does not come quickly? This week I look at the Strait of Hormuz, global supply chain risk, energy uncertainty, inflation pressure, and why the next few weeks may be important for markets. At the same time, the US technology sector continues to surge, with AI-related earnings and capital

Recommended