The Debasement Trade About Face

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The shine came off of precious metals just as investors piled into the debasement trade on the heels of the Dollar’s decline, leaving a raft of questions about which assets to hold in times of uncertainty. We sift through the smelting pot.

Gargi Chaudhuri of BlackRock helps us break it down and refocuses us on the themes that will actually matter to investors this year. Plus, insiders are selling at multi-year highs, even as the stock market shows signs of a healthy rotation. What do they know that we don’t, and will the January effect be worthy of its legacy in 2026?

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