
← The Contrarian Capitalist Podcast5 Aug · 59 min
Don Durrett: Gold/S&P Death Cross Still Looms Despite Record Highs – Economy on the Brink
Today’s podcast guest is Don Durrett of Don’s Newsletter and of goldstockdata.com.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Tuesday 4th August 2026 PM
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In this wide-ranging conversation, Don discusses:
* Why record S&P 500 highs near 7,736 does not remove the risk of a Gold/S&P death cross
* Why 7,000 on the S&P 500 is the key level: a break lower likely forces Fed cuts while staying above points to the Fed holding
* Surface economic data looks fine but deep problems in housing affordability, the K shaped recovery, and rising living costs mean many young people cannot match their parents’ living standards
* How The Fed is stuck in a catch 22 and cannot fight inflation while also supporting the economy and stock market
* That Gold near $4,100 and silver near $59 are likely creating attractive dip buying opportunities in mining stocks