Ira Epstein discusses the recent movements in the metals market, highlighting significant gains in gold, silver, and platinum, while copper attempts to stabilize. He explains the impact of Anthropa's new AI tool on the stock market and the resulting volatility. Epstein also covers geopolitical developments, particularly the U.S.-Iran talks, noting Iran's refusal to discuss missiles and insurgent funding, and the relocation of the meeting to Oman. Additionally, he mentions the reopening of the U.S. government after a bill signing, which affects upcoming economic reports. Epstein concludes with insights into the energy market and potential implications of Iranian oil discussions.
February 04, 2026