Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — January 15, 2026
Today’s podcast episode was created from the following stories:
Warren Buffett said he would have spent $100 billion without blinking — and cash is like ‘oxygen’ but ‘not a good asset’
Author: Theron Mohamed | Date: January 14, 2026
In a wide-ranging CNBC interview, Warren Buffett said he’d gladly deploy $100 billion into the right deal, underscoring his preference for productive assets over cash. With Berkshire’s cash swelling above $300 billion in 2024, he called cash a necessary “oxygen” reserve but “not a good asset,” reflecting scarce bargains and a continued net-selling stance. One notable move: Berkshire’s nearly $10 billion purchase of OxyChem, hinting at selectivity over broad buying or buybacks.
Goldman Sachs breaks down what the doomsayers get wrong about the US economy in 8 charts
Author: Alex Morrell | Date: January 14, 2026
Goldman Sachs’ Investment Strategy Group sees just a 25% recession risk and expects continued US economic expansion with a base-case 7% total return for the S&P 500 in 2026. The team argues the US remains preeminent for capital and innovation, that AI spending isn’t the sole pillar of growth, and that elevated valuations are supported by strong, profitable megacap fundamentals. Still, they flag bubble risks in bitcoin (and pockets of GenAI and gold), advising selectivity rather than retreat.
Should you buy dividend-paying gold stocks as Trump makes them ‘great again’?
Author: Mohit Oberoi | Date: January 13, 2026
With gold outperforming in 2025 and momentum carrying into 2026, the article highlights AngloGold Ashanti as a high-yield play benefiting from robust prices and strong cash flows. The author is tactically bullish on gold and notes AU’s policy to pay out 50% of free cash flow, positioning investors for potentially higher dividends if prices stay elevated. Valuation remains reasonable on a forward EV/EBITDA basis, though a later-year pullback in gold is possible.
