The Capitalist Investor - Episode 354 Is Costco really selling gold, and what does that mean for investors?In this episode of The Capitalist Investor, Derek and Tony share hot takes on today’s markets, breaking down why gold and silver are surging, why Bitcoin is not moving the way many expected, and what these signals could mean heading into 2026.They also unpack the “Big Beautiful Bill,” who actually benefits from the proposed tax relief, and how billions flowing back to consumers could impact the economy. From there, the conversation shifts to the 2026 market outlook, including sector rotation, why consumer discretionary and industrials may outperform, and why markets are finally broadening beyond just a handful of tech stocks.Derek and Tony wrap with potential black swan risks like government shutdowns, election year volatility, and geopolitical uncertainty, plus what investors should keep on their radar as the year unfolds.If you want straightforward insight on markets, strategy, and what could shape 2026, this episode delivers clarity without the noise.Want help navigating today’s markets? Visit Strategic Wealth Partners or connect with the team to start the conversation.Subscribe for weekly episodes of The Capitalist Investor covering investing, markets, and financial strategy.⏱ Chapters 00:00 Costco Gold and Today’s Market Hot Takes 01:40 Gold, Silver, and Why Bitcoin Is Not Responding 05:30 Interest Rates, the Fed, and Commodity Surges 08:15 The “Big Beautiful Bill” and Who Really Benefits 12:45 How Tax Relief Could Impact the Economy 14:40 2026 Market Outlook and Sector Rotation 17:30 Black Swan Risks, Government Shutdowns, and Volatility 22:20 S&P 500 Expectations and Final Thoughts#Investing #StockMarket #MarketOutlook #WealthManagement #FinancialPlanning #Gold #Bitcoin #Economy
