Your Money with Michelle Martin (MONEY FM 89.3)
Money and Me: When Gold Breaks, AI Bites Back, and Japan Shakes the World
Your Money with Michelle Martin (MONEY FM 89.3)
•February 2, 2026•15 min
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Your Money with Michelle Martin (MONEY FM 89.3)•Feb 2, 2026
Why It Matters
Understanding these dynamics is crucial for investors navigating heightened uncertainty, as shifts in precious metals, tech valuations, and Japanese yields can reshape portfolio risk. The episode’s timely analysis helps listeners anticipate potential market pivots and adjust strategies before broader market reactions unfold.
AI Summary
In this episode, host Michelle Martin and guest Simon Ree, founder of Tao of Trading, dissect a volatile market landscape where gold and silver have sharply retreated after a steep rally, and Microsoft’s stock fell despite strong earnings, raising concerns about its OpenAI partnership. They also examine Japan’s bond yields soaring to multi‑decade highs, sparking fears of a yen carry‑trade unwind. Ree highlights the interplay of politics, monetary policy, and tech risk, offering traders actionable insights across metals, technology equities, and currency markets.
Episode Description
Markets are flashing warning lights - and investors are wondering if the rules have changed.
Gold and silver tumble after a near-vertical rally as politics collides with monetary policy.
We unpack why Microsoft fell despite beating earnings and whether its OpenAI bet is turning from moat into risk.
Japan’s bond yields surge to multi-decade highs, reviving fears of a yen carry trade unwind.
Simon Ree, Founder of Tao of Trading, explains what traders are watching across metals, tech, and currencies.
All this and more, hosted by Michelle Martin.
See omnystudio.com/listener for privacy information.
Show Notes
Markets are flashing warning lights - and investors are wondering if the rules have changed.
Gold and silver tumble after a near-vertical rally as politics collides with monetary policy.
We unpack why Microsoft fell despite beating earnings and whether its OpenAI bet is turning from moat into risk.
Japan’s bond yields surge to multi-decade highs, reviving fears of a yen carry trade unwind.
Simon Ree, Founder of Tao of Trading, explains what traders are watching across metals, tech, and currencies.
All this and more, hosted by Michelle Martin.
See omnystudio.com/listener for privacy information.
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