MARKET REACTION: Israel Attacks Iran, Gold, Dollar, Oil | David Giesecke
Israel attacked Iran overnight. How is the market reacting to the attack? We take a look at Gold, Oil, the Dollar and a lot more. We further discuss the current state of the economy, the stock market and where we are in the commodity cycle!
#gold #israel #iran
👨💼 Guest: David Giesecke, Founder
🏢 Company: Cycle Investment Strategy
𝕏 @cycle_strategy
🌎 https://www.cycleinvestmentstrategy.com/
📅 Recording date: June 13th, 2025
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Timestamps (AI generated)
00:00 Intro
01:04 Cycle Investment Strategy Explained
02:25 Historical Cycles vs. “This Time Is Different”
04:26 Macro Environment & Recovery Outlook
07:04 GDP Growth vs. Recession Narratives
08:18 Fiscal Policy Shift & Stimulus Environment
09:19 QE or Fiscal Stimulus? Market Drivers
10:56 US Debt Ignored by Markets?
13:38 Institutional vs. Retail Market Participation
16:01 Market Outlook: More Runway or Final Blowoff?
17:33 Capital Flows & Dollar Weakness
19:22 Initial Reaction to Israel-Iran Conflict
22:07 Safe Havens: Gold vs. Dollar and Bonds
24:02 Commodity Cycle & Dow/Gold Ratio
26:10 Gold vs. Silver vs. Oil – Rotation in Commodities
27:02 Gold Overvalued vs. Other Commodities?
29:04 Risk Appetite & Gold/Silver Ratio Outlook
30:42 Miners & Capital Rotation Patterns
32:59 Biggest Opportunity: Silver Miners
34:02 Where to Follow David Giesecke’s Work
34:46 Outro & Final Thoughts
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