The Trust Deficit: Why Gold Soared 65% While Bond Markets Shrugged episode artwork

EPISODE · Jan 28, 2026 · 8 MIN

The Trust Deficit: Why Gold Soared 65% While Bond Markets Shrugged

from Insight Distillery · host Insight Distillery

Aswath Damodaran dissects the paradox of 2025: four trust-eroding events left treasury rates unmoved while gold exploded. The divergence reveals distinct investor populations making radically different bets on institutional stability.

Aswath Damodaran dissects the paradox of 2025: four trust-eroding events left treasury rates unmoved while gold exploded. The divergence reveals distinct investor populations making radically different bets on institutional stability.

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The Trust Deficit: Why Gold Soared 65% While Bond Markets Shrugged

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This episode is 8 minutes long.

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This episode was published on January 28, 2026.

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Aswath Damodaran dissects the paradox of 2025: four trust-eroding events left treasury rates unmoved while gold exploded. The divergence reveals distinct investor populations making radically different bets on institutional stability.

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