Ryan Detrick
speaker
751 appearances
2 recordings
2 series
first heard Feb 2026
last heard 26 Jun
Ryan Detrick’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.
Appearances
Now, we actually just sold some of our gold allocation in our tactical models for the first time, again, since we added it way back a long time ago.
And it's, like, gone straight down every day.
And so new is one pound on the table saying, look at real yields here going higher.
You know, there's something going on here, and that gold is not going to like that.
And that's clearly what has happened in a big way.
Now I see gold.
I think it cracked 4,000.
People are starting to dog it a little bit.
Maybe there's something there, but it's still an area that makes sense from a strategic point of view to have a little bit.
Yeah, I'll say this.
Like two years ago, I would be a little surprised because, you know, I used to think of emerging markets in the old days like a lot of commodity-based things.
Commodity has done pretty well, but clearly it's been more the AI trade.
John, we kind of hinted this.
I don't know the number, but the one about the June swoon, we sent that chart to you, the June swoon.
it's, it's incredible when you think about June, historically, isn't that great of a month?
Okay.
We all know that during a midterm year, it's the worst month of the year.
Okay.
That's fine.
And it's the second half of June when the trouble happens.
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