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
4.4 • 1.5K 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
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| 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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