“The world right now is recognizing that the United States dollar is worth less than it was even at the beginning of the year.” – 02:38
David Stryzewski, Fintech.TV Contributor and CEO of Sound Planning Group, joins Remy Blaire at the New York Stock Exchange to discuss the recent Federal Reserve rate decision and its implications for the financial markets.
The segment begins with Remy highlighting the Fed’s decision to ease rates by a quarter of a percentage point, a move that was widely anticipated. However, she notes that the central bank’s more hawkish outlook for 2026, predicting only one more rate cut next year, diverges from market expectations of two or more cuts. David shares his insights on the mixed market reaction following the Fed’s announcement, suggesting that while a quarter-point cut may not significantly impact mortgage rates or the national debt, it is a step in the right direction. He speculates that further cuts could be forthcoming, driven by upcoming economic challenges.
The conversation shifts to the pre-market surge in Intel shares, which rally by as much as 30% after NVIDIA announces a $5 billion investment in the company. David emphasizes the significance of this investment in strengthening American manufacturing and competing with global players like China and Huawei.
Remy then pivots the discussion to precious metals, particularly gold and silver. David explains that the current decline in the value of the U.S. dollar—down about 10-11% since the beginning of the year—has led to an increase in hard assets like gold. He notes that as it takes more dollars to purchase an ounce of gold, this reflects inflationary pressures. David expresses optimism about the potential for gold, silver, platinum, and palladium to experience a strong run, with metal miners likely leading the market.
The discussion continues with a focus on silver, where David describes the current “silver squeeze,” driven by significant demand from solar panel production and electronics. He highlights the favorable mining ratio of silver to gold, suggesting that silver presents a unique investment opportunity.
As the segment progresses, Remy examines stock futures, which indicate a higher opening for the Nasdaq and S&P 500. She asks David about finding opportunities in the current market landscape. He points out the concentration of value in the top 10 stocks of the S&P 500 and shares his strategy of reallocating investments away from big tech and into metals and metal miners, which he believes are essential for a modern portfolio.
Finally, the conversation turns to the bond market, where David emphasizes the importance of monitoring 30-year treasuries, currently around 5%. He explains that the bond market often predicts future economic conditions, and the current rates suggest a 5% inflation outlook. David cautions that if interest rates rise, bond portfolios could face challenges due to price changes.