Maggie Finari

speaker

233 appearances 1 recordings 1 series first heard Jul 2026 last heard 13 Jul

Maggie Finari’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Merryn Talks Money · Forget the Magnificent Seven. This Is What's Next. · 13 Jul 2026 podcast

So I think there is, as you noted, you want to be a bit tactical.

So we did do some profit taking in the earlier part of the year.

But again, that was also because it went above a specific threshold from a sizing perspective within our portfolio.

But gold is still, well, you know, it's still, I think, this morning above $4,000.

That is a very good price for gold.

So at the end of the day, one can expect there to be some volatility.

But we're not looking at it day to day.

We're looking at it over the long term.

I mean, I think part of it is just central bank buying.

So you had an unexpected event with the U.S.-Iran war and you needed to buy oil and build up reserves and at higher prices.

And clearly that's become a competition to being able to buy gold as well.

So I think you've had a pretty significant geopolitical event that was unexpected in and around oil prices.

And that's necessitated a priority around oil versus gold at the moment by central banks.

If I could narrow it down to one single risk, it's really inflation.

As we think about higher oil prices, some of the supply chain disruptions we've seen that perhaps have gone on for a bit longer than anyone would have anticipated.

And then you've also got higher spending on CapEx, as we spoke about earlier.

So the real question is,

on our minds is inflation, whether that inflation is transitory, whether the U.S.

will be able to really get inflation back down to 2%.

What are the implications on bond yields?

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