The SA Update
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The SA Update
Gold in Focus: Why It Worked and What’s Next for 2026 | SA Update | Episode 25
In this week’s episode of The SA Update, Mike talks to Fritz Folts from 3EDGE Asset Management to unpack why gold remains a strategic overweight, key investment themes for 2026, and the risks that keep experts up at night. Plus, gain clarity on the Yen carry trade, crypto market concerns, and Fritz’s top resources for staying ahead.
Disclosure: This content is provided for educational purposes only and should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions.
0:35 Fritz Introduction
1:00 3Edge Introduction to Schuster Anderson Wealth Advisors
1:57 The Overweight of Gold and Why
3:27 The Current Portfolio Position of Gold
4:49 What are Themes to Look at for 2026?
6:35 What Keeps Fritz Up at Night?
8:35 The Yen Carry Trade: Explained
10:05 The Concern of Accident in Crypto
12:10 Fritz Podcast “View From The Edge”
13:05 Fritz Go-To Podcast
14:00 Conclusion
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