Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast 01/24/2026
Today’s podcast episode was created from the following stories: a mix of market caution, safe-haven momentum, and valuation debates shaping investor sentiment right now.
‘Bond King’ Bill Gross says the record stock rally is at risk of stalling — and tells us what could keep the party going
Source: Business Insider | By Theron Mohamed | January 23, 2026
Bill Gross warns the record market run could stall without fresh fuel: lower rates, tangible AI-driven productivity gains, and continued 15%+ earnings growth. He flags stretched valuations (citing a Buffett Indicator variant at historic highs) and cautions that rising political intervention, tariffs, and subsidies can distort competition. While he isn’t calling for a crash, Gross expects 2026 to be a “forward weave” where markets may need a “cane” to keep balance.
Gold Is Inching Closer To $5,000. Where Next For Investors?
Source: Forbes | By Gaurav Sharma | January 23, 2026
Gold is hovering near the $5,000/oz mark as geopolitical tensions and robust central bank and retail demand propel the rally, following a 26% gain in 2024 and a 65% surge in 2025. Forecasts remain bullish—Goldman Sachs lifts its end-2026 target to $5,400 and J.P. Morgan sees $6,000 as a longer-term possibility—while ING points to ongoing trade frictions, elevated risks, and potential Fed cuts as support. ANZ notes a cooling of tensions or central-bank profit-taking could spark a pullback, but dips may be limited as buyers re-emerge.
When Your Software Company Gets Compared to a Chipmaker, Valuation Has Gone Wrong
Source: 24/7 Wall St | By William Temple | January 22, 2026
Palantir’s lofty multiples (384x earnings, 101x sales) and comparisons to Micron underscore a widening debate about AI valuations versus fundamentals. The piece highlights ongoing insider selling even as retail interest stays hot, and argues the bull case hinges on sustaining 60%+ growth and sticky government contracts—an aggressive path already priced in. Peter Thiel’s $3 million push against a California wealth tax is framed as an effort to avoid forced selling, reinforcing how much of the story rests on expectations for an exceptional future.
