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InvestTalk

Gold Is Climbing While Oil and the Dollar Fall — Here's What That Tells Investors

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, News, News Commentary, Entrepreneurship, Investing, Business News

4.41.5K Ratings

🗓️ 27 May 2026

⏱️ 44 minutes

🧾️ Download transcript

Summary

Gold has been quietly climbing even as oil prices drop on Middle East peace hopes and the dollar drifts lower — a combination that reveals important dynamics about how investors are thinking about risk right now. We unpack what's driving gold higher and what it signals about broader market sentiment.

Today's Stocks & Topics: Federal Agricultural Mortgage Corporation (AGM), Market Wrap, Starbucks Corporation (SBUX), Gold Is Climbing While Oil and the Dollar Fall — Here's What That Tells Investors, Textron Inc. (TXT), Amplify Cybersecurity ETF (HACK), Spacex (SPCX) Going Public, 3M Company (MMM), Consumer Sentiment.


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Transcript

Click on a timestamp to play from that location

0:00.0

This is InvestTalk from KPP Financial, helping investors make sense of the markets one day at a time.

0:11.1

Here's your host, Luke Guerrero.

0:15.8

Good afternoon, fellow investors, and welcome to the May 26th, 2026 edition of Invest Talk.

0:24.1

I'm your host, Luke Guerrero. I'll be with you over the next 45 minutes or so, and I hope

0:29.2

you all enjoyed the long weekend. Now, that being said, it is a short week, so we have no

0:35.2

time to waste. Before we talk about today's market performance and run down those show topics, let's tackle this caller question now.

0:43.0

Hi, I'm clear today about ticker symbol AGM, your whole agricultural mortgage company.

0:49.4

I was looking to get some financial exposure that's not necessarily banks and thought this might be a good

0:55.5

little bit of agriculture exposure as well wondering if you thought if it was a good price to

1:00.9

get some shares thank you very much have a great day bye ticker agm is federal agricultural

1:07.5

mortgage corporation it is a washington d D.C. based government-sponsored enterprise

1:14.1

where GSE, the secondary market for agricultural real estate and rural infrastructure loans,

1:20.5

purchases and guarantee farm mortgages, USDA loans, rural utility, cooperative bonds,

1:30.3

renewable energy, and broadband loans as well.

1:36.5

It's essentially Fannie Mae, but for American farmland financing.

1:40.5

Now, they recently reported earnings on May 5th.

1:48.4

They saw a beat by about 6.76% on earnings per share, beat and then missed by about 110 million, or sorry, rather missed by 1.2% on revenue year over year. Despite of that, stock rose 4.9

1:56.8

1% hours after the print. So why was that? Well, they had a record of business volume,

2:01.6

$34.8 billion. Their core earnings was $52 million, return on equity, rose to about 17%

2:09.8

for this name in the quarter. And so diving in deeper than just top line numbers, things

2:16.9

looked a bit better. And, you know, it's also

2:19.9

important to note that you get a little bit less out of earnings from this name because Farmer Mac

...

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