October 9, 2026 — Gold, miners and other real-asset trades are beginning to behave differently, even on days when the U.S. dollar is holding up. Zach Abraham says the pattern is starting to resemble a return of the “debasement trade.”
Zach and Chase Taylor explain what that actually means: assets that can benefit when investors become increasingly concerned about inflation, government spending and the long-term purchasing power of fiat currencies. They also discuss why today’s cycle looks unusually distorted by massive AI investment, why capital is flowing into parts of Asia at extraordinary rates, and whether investors should be looking more seriously at international markets and real assets.
Later, Zach and Chase examine the latest diesel-policy response, continued disruptions around the Strait and Saudi energy infrastructure, and why Chase — after years of being bearish on long-duration bonds — is getting surprisingly close to becoming tactically bullish.
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