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PODCAST

Trading in the New Economy

Specialist Share Education

Australian Stock Market Educator & Fund Manager Garry Davis gives his top down insights into the global economic environment and its impact on financial markets, to set stock market direction and strategy from the US to the ASX. Plus, we"ll add some short form educational segments from our member only education sessions along the way (we highly recommend our first ever published episode). Mostly taken from our Weekly YouTube Show, these episodes give you non biased, just facts and logical,

business investing

All Episodes

21:53

Why You Should Stop Worrying About the US-Iran War

Trading in the New Economy ·

2026/03/15

Recent market volatility and the headlines around the US-Iran war have understandably rattled investors.But does this really change the long term opportunity set, or is it another period where fear is creating better entry points for quality stocks? In this week’s update, I explain why I believe investors need more perspective right now, what past market shocks can teach us, and why trying to sell your best stocks in the middle of fear often backfires. For the full experience, watch the

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28:52

Wartime Markets: Why This Volatility May Be Opportunity

Trading in the New Economy ·

2026/03/08

The dominant narrative right now is fear. War headlines, sharp reversals, heavy commodity volatility and plenty of noise from the media. But that does not automatically mean investors are looking at a systemic market breakdown. In this week’s update, I explain why a lot of what we are seeing still fits the normal early signature of wartime markets. There is forced selling. There is rotation. There is headline driven volatility. But that is very different from broad market desertion or

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25:22

US-Iran War: What It Means for Gold, Silver, Energy,...

Trading in the New Economy ·

2026/03/01

When markets are driven by headlines, prediction becomes the enemy. My focus is money flow first, fundamentals second. Price tells you where capital is actually moving.The goal is not to be right about geopolitics. The goal is to be aligned with the dominant flow, with clear risk defined if the market disagrees. Markets often react in two phases: an initial risk-off impulse, then a reassessment once the likely economic transmission mechanisms are clearer (oil, inflation, rates, and growth

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24:55

Winners and Losers Splitting Fast: Don’t Get Caught...

Trading in the New Economy ·

2026/02/21

Markets are dealing with a rare mix of uncertainty drivers, and tariff headlines are back in play. In this environment, prediction is a fast way to get whipsawed. The key is to recognise the two-speed market early: stay with leadership, avoid the weak that keep failing, and build a target list so you can act when the next high probability setups appear. I also cover why gold and silver are starting to look constructive again after a period of consolidation. For the full experience, watch

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35:38

Huge Volatility to Define 2026: What’s Working &...

Trading in the New Economy ·

2026/02/15

When volatility rises, most investors look for a story to make them feel certain. That’s understandable, but it’s also where people get trapped. The market is forward-looking, and when the pace of change accelerates, the narrative can lag badly. So the strategy is to simplify: focus on the weekly trend, respect where the money is flowing now, and adjust weightings accordingly. Fundamentals still matter for the longer term, but timing and risk management matter more when markets are

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48:37

2022-Style Reset Setting Up? Metals Strong LT: What...

Trading in the New Economy ·

2026/02/08

In 2021 and into 2022 we saw leadership roll over, relative strength relationships deteriorate, and risk preferences rotate toward defensives. I’m seeing similar “warning type” behaviour in key ratios again. That does not guarantee the same outcome, but it does tell me the weight of evidence has shifted and we should stay selective.We have had an aggressive unwind fuelled by leverage and margin calls, and that can create “non normal” price action. The solution is not prediction. It’s

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36:04

Friday’s Shock Sell Off: How Deep Can This Go (and...

Trading in the New Economy ·

2026/02/01

Friday’s sell off was a shock to the system, and it matters because confidence just broke.When that happens, markets often shift into volatile, stop start conditions. The goal is not to predict the next headline. The goal is to follow a process so you can protect capital and be ready for the opportunity this reset can create. For the full experience, watch the YouTube video athttps://www.youtube.com/watch?v=4ivaFPusiec 📈 View our scoreboard of results here:

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22:40

I’m as Bullish as I’ve Been in Years (Here’s the...

Trading in the New Economy ·

2026/01/24

Markets are facing an unusual cocktail right now: geopolitical flashpoints, bond market stress, and plenty of headline risk. Yet price action has stayed surprisingly calm, and that matters. In this week’s update I explain why this can be a bullish signal, what I’m watching beneath the indices, and how I think about rotation, selectivity, and risk control when conditions are constructive. For the full experience, watch the YouTube video athttps://www.youtube.com/watch?v=kq2vhyeFkh4 📈 View

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32:34

Commodity Trend is Unfolding: Where I'm Fishing in 2026

Trading in the New Economy ·

2026/01/18

A major rotation in global capital has been driving powerful moves across commodities, and the opportunity looks likely to keep unfolding through 2026. The key is not the headline. It’s having a plan, reading the money flows, and managing volatility properly.For the full experience, watch the YouTube video athttps://www.youtube.com/watch?v=u5IaOpG44gs 📈 View our scoreboard of results here: www.specialistshareeducation.com.au/insiders-club/#core_results What you’ll learn in this

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42:32

2026 Market Outlook: Why My Plan Has Changed

Trading in the New Economy ·

2026/01/11

INSIDERS CLUB PROMO OFFER - https://www.specialistshareeducation.com.au/insiders-club- $399 for 3 months (47% discount)- 3 x $179/mth, then $249/mth ongoingFor the full experience, watch the YouTube video athttps://www.youtube.com/watch?v=u5IaOpG44gs 📈 View our scoreboard of results here: www.specialistshareeducation.com.au/insiders-club/#core_results 2026 Market Outlook: Why My Plan Has Changed I’m extremely bullish about 2026 and the mega trends unfolding. Breadth is improving,

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34:30

The 7 Mega Trends to Dominate Markets in 2026

Trading in the New Economy ·

2025/12/20

INSIDERS CLUB PROMO OFFER - https://www.specialistshareeducation.com.au/insiders-club- $399 for 3 months (47% discount)- 3 x $179/mth, then $249/mth ongoingFor the full experience, watch the YouTube video athttps://www.youtube.com/watch?v=Swb2NjNqq28 📈 View our scoreboard of results here: www.specialistshareeducation.com.au/insiders-club/#core_results Markets can look crystal clear on Wednesday… and completely different by Friday. When price action is distorted (options expiry, low

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19:07

Materials Are Taking Control: The Rotation You Can’t...

Trading in the New Economy ·

2025/12/13

Market leadership has shifted. Tech and semis wobbled, but the broader market held up, and that usually signals rotation, not exit. For the full experience, watch the YouTube video athttps://www.youtube.com/watch?v=Gw_XQmT1DZs 📈 View our scoreboard of results here: www.specialistshareeducation.com.au/insiders-club/#core_results In this week’s update I cover: Why the AI and semiconductor selloff looks sector specific Where the money is flowing now (and what the charts are

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22:44

Boom ASX Niche I’m Predicting for 2026 - Before the...

Trading in the New Economy ·

2025/12/07

This week I unpack why I think a very specific corner of the ASX may have a genuine window of strength into 2026, and how I am positioning around it.For the full experience, watch the YouTube video athttps://www.youtube.com/watch?v=hUaIrtb7hpM 📈 View our scoreboard of results here: www.specialistshareeducation.com.au/insiders-club/#core_results In this update I cover: The global backdrop and why the major indices still have a “buy the dips” bias, even with narrowing leadership How the

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26:27

Bounce Back Was Fast – Now I’m Pivoting Here…

Trading in the New Economy ·

2025/11/30

The market didn’t waste any time bouncing – but the leadership looks very different to a few weeks ago.In this update I walk through why I think the recent sell-off now looks like a classic bull market shakeout, not the start of a major top – and more importantly, how I’m pivoting portfolios from here. For the full experience, watch the YouTube video athttps://www.youtube.com/watch?v=Wf-GBOvxQI4 📈 View our scoreboard of results here:

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33:06

What the Odds Really Say About a Bigger Fall

Trading in the New Economy ·

2025/11/23

Fear of a bigger correction is building, but the market’s message is more nuanced than the headlines suggest. After a powerful tech-led run, the character of the price action has clearly changed – so what do the odds really say about a larger fall from here?In this week’s update I look at the current pullback through the lens of probabilities and preparation, not prediction. I walk through the difference between a valuation reset inside an ongoing bull market and the early stages of a

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34:41

This Isn’t a Crash – It’s the Valuation Reset We Needed

Trading in the New Economy ·

2025/11/16

Recent volatility has a lot of investors asking whether this is the start of a crash. In this week’s update I explain why, in my view, what we’re seeing is better described as a valuation reset and change of character in the most expensive parts of the market, not the beginning of a major bear market.High PE technology and AI leaders have finally flinched, money is rotating into other sectors, and intraday swings have picked up. But earnings in the US remain broadly solid and there is

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23:03

Headlines Screaming “Top” - Price Action Doesn’t

Trading in the New Economy ·

2025/11/09

Tops are processes, not moments. When breadth holds up and leadership rotates instead of collapsing, the higher-probability read is a mid-trend pause.In the video I walk through the signals I track to identify tops - distribution, momentum failure across leaders, and deterioration that persists - versus what looks like controlled pullback and rotation. For the full experience, watch the YouTube video athttps://www.youtube.com/watch?v=tWkwYCUaleo 📈 View our scoreboard of results here:

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29:26

US-China Truce: Headlines vs Reality (The Investing...

Trading in the New Economy ·

2025/11/02

US–China have signaled another “truce”. Markets usually care more about earnings, liquidity and where money’s flowing.In this week’s episode I unpack what matters, what doesn’t, and where the opportunities may sit across semiconductors, energy and metals. I also outline the conditions that can mark a bottom in gold. For the full experience, watch the YouTube video athttps://www.specialistshareeducation.com.au/blog/us-china-truce-headlines-vs-reality-the-investing-perspective 📈 View our

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22:47

Gold Pullback, AI “Bubble”? Here’s the Truth

Trading in the New Economy ·

2025/10/26

Gold has pulled back and the “AI bubble” chorus is getting loud again. Context matters. In this update I put the headlines aside and look at money flows, leadership and earnings to separate signal from noise.You’ll see why a gold reset can be healthy, how AI valuations compare with history, and the simple process I use to avoid prediction traps and focus on high-probability setups. For the full experience, watch the YouTube video athttps://www.youtube.com/watch?v=R022pBJw8no 📈 View our

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22:27

A Wild Week: What the US Signals for Aussie Investors

Trading in the New Economy ·

2025/10/19

A wild week on Wall Street spilled into everything—equities, bonds, and metals. In this video I walk through how I’m reading the volatility regime, why money flows matter more than headlines, and what it can mean for the ASX. We’ll also look at gold and silver’s relative strength and how I’m handling entries, stops and position size while the tape chops.For the full experience, watch the YouTube video athttps://www.youtube.com/watch?v=Ma-YoZKZ4pQ 📈 View our scoreboard of results here:

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161 results

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