In this episode of Grow Money Business we review what happened in the markets in 2025, focusing on gold, U.S. and non-U.S. stocks, and what to expect going forward.

 

 

Show Notes

[01:34] Market Update – What changes happened in the market in the month of December 2025.

[05:18] Article of the Week – Quantpedia’s article on ‘Understanding Gold.’

[10:05] Gold Standard – Grant explains the importance of including a longer-term data set in gold analysis more than 40 years.

[15:44] Political Landscape – Grant walks us through the inauguration of Donald Trump as the 47th president, tariff policy, and market reactions.

[21:05] Raising Debt – Grant explains the consequences of failing to generate enough growth to support accumulating debt.

[23:53] Regime Change – Grant explains how rising debt and shifting power lead nations to devalue their currency.

[30:00] Global Economic Trends – Grant demonstrates how rising debt and global shifts are pressuring the US Dollar.

[36:00] Gold Price Dynamics – Grant explains what it would take for gold to fall.

Resources

Understanding Gold – Hedge, Diversifier, or Overpriced Insurance?

quantpedia.com/understanding-gold-hedge-diversifier-or-overpriced-insurance/?a=6080