Brian Stewart

speaker

910 appearances 18 recordings 2 series first heard Feb 2025 last heard 10 Apr

Brian Stewart’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 8 in all, peaking in Feb 2026 with 4.

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Wall Street Breakfast · Wall Street Roundup: risk on/risk off · 10 Apr 2026 podcast

But, um, it is kind of breaking with tradition.

Some of the, some of the ways it's trading, um, which is a weird thing to say about gold, you know, like gold seems like the most sort of like vanilla predictable kind of one-to-one this happens.

And then I expect gold to do this.

Um,

So it's kind of interesting that it's become kind of a trading vector.

I'm thinking especially of silver.

You know, we had that run in silver for a while where it was almost like trading like a meme stock.

So it's an interesting market and I agree that it's worth keeping an eye on.

Yeah, I think it's interesting thing to flag, especially when we've talked about like tech was up generally with the ceasefire.

Palantir moved in the opposite direction, so it's down about 14% this week.

There's concern.

I think Palantir is becoming a real battleground stock in terms of the SaaSpocalypse concerns, the idea that with agent AI coming into effect, whether software stocks like Palantir are going to be able to kind of keep their moat.

And then on the other side, there's a lot of people who say quite the opposite.

Palantir is AI winner.

It's going to be one of the breakout AI stocks.

So I think you have a real polarization going on among the

you know, the people interested in Palantir as a potential investment.

So I think there's a lot of bear bull push and pull going on in that stock.

So bears kind of took the lead in the past week.

So we'll kind of see how that conversation bears out.

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