Playback speed×Share postShare post at current timeShare from 0:000:00/0:00Transcript4In the Macrolens: GoldAt a peak market cap of $37T, there's no other explanation than speculative excess.Brian MccarthyFeb 16, 20264ShareTranscriptDiscussion about this videoCommentsRestacksMacrolensSubscribeAuthorsBrian MccarthyRecent PostsIn the Macrolens: The Stock-Bond Divergence and Iran's New LeaderMar 5 • Brian MccarthyIn the Macrolens: Trump's OfframpMar 2 • Brian MccarthyIn the Macrolens: Supply-Driven Oil Price SpikesFeb 28 • Brian MccarthyTariffs in the MacrolensFeb 22 • Brian MccarthyIn the Macrolens: Productivity Growth and Monetary PolicyFeb 9 • Brian MccarthyIn the Macrolens: Takaichi's victoryFeb 8 • Brian MccarthyIn the Macrolens: The Funds rate, the balance sheet and the monetary stanceFeb 3 • Brian Mccarthy