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Browse in complete safety with NordVPN https://nordvpn.com/thebull #adv If there's one thing the markets consistently teach us, it's that the strongest convictions are often the shortest-lived. In the last six months of 2026, the major asset classes moved surprisingly inconsistently with expectations: stocks ignored much of the macro noise, bonds struggled just when they should have protected, while gold and commodities followed anything but linear dynamics. In this episode, we try to interpret all of this not as a sequence of performances, but as a single message: investing means living with results that often contradict common sense. The question, then, isn't what the markets did. It's how willing we are to accept them doing the opposite of what we expect. 👉 The charts featured in this episode are available for download in PDF format: https://www.thebull.it/wp-content/upl... 00:00 Investing Only Works When It's Unpleasant 02:43 Stocks: When the Market Ignores Disaster 13:26 Bonds: The Asset You Hate But Need 19:29 Gold: Why It Failed Investors 22:25 Commodities: The Most Frustrating Diversifier 24:39 Dollar and Yen: The Unexpected Diversifier 26:20 If You Like Your Portfolio Too Much, There's a Problem Produced and distributed by Corax. 🔔 Subscribe to the channel to never miss the next episodes! Want to stay up-to-date on the markets? Get The Bull newsletter every Sunday morning: market analysis, recommended reading, and the returns of the main indices. Sign up for free at https://www.thebull.it/newsletter/ Invest with Fineco https://finecobank.sjv.io/LKoB9a, 60 free trades in the first six months Invest with Scalable https://partner.scalable-capital.de/g... Links are sponsored and the author may earn a commission (#ad). 📲 Listen to “The Bull” on Spotify, Apple Podcasts, and all other dedicated platforms! Instagram   / thebull_finance   LinkedIn   / the-bull-srl   TikTok   / thebull_finance   Spotify https://open.spotify.com/show/2cQw8L6... Apple Podcasts https://podcasts.apple.com/it/podcast... Amazon Music https://music.amazon.it/podcasts/c9a2... ================================================= WARNING: The content of this channel is intended solely for information and entertainment purposes. The information provided on the channel is indicative and does not provide complete information regarding the characteristics of the products mentioned. Anyone using it for purposes other than purely informational purposes assumes full responsibility. All references to individual financial instruments should not be construed as investment advice or as a solicitation to purchase the products or services mentioned. Investing involves the risk of losing your capital. Invest only if you understand the risks involved.