Uploaded May 2026 | Updated September 2026, 8 hours ago
In this episode of Unearthed, hosts Joe Cavatoni and John Reade sit down with Rebecca Patterson, globally respected macroeconomic investor, Vanguard board member, and Senior Fellow at the Council on Foreign Relations, to unpack the fast-moving and increasingly complex global economic landscape. The conversation explores how geopolitical risk has moved to the forefront of investment decision-making, prompting companies and countries to rethink globalisation, supply chains, and resilience strategies.
Rebecca shares her perspective on the biggest macro surprises of 2026 so far, including geopolitical shocks, rising energy prices, and a dramatic shift in monetary policy expectations. What began as a consensus for rate cuts has quickly turned into a more uncertain outlook, with central banks now balancing persistent inflation against slowing growth.
Subscribe to Unearthed wherever you get your podcasts and visit Goldhub.com for more insights.
This episode was filmed on 19 March 2026.
About World Gold Council
We're the global experts on gold. The content we post here ranges from investment insights and market trends, to responsible gold mining and gold's many uses in our world.
Important Notice: This is not a recommendation or offer for the purchase or sale of any securities, investment products or services. Diversification does not guarantee any investment returns or eliminate risk of loss. Physical gold is an unregulated investment and its value is variable. Past investment performance is not a reliable guide to future performance. Please read the full disclaimer at: invest.gold/disclaimer.
In this episode of Unearthed, hosts Joe Cavatoni and John Reade sit down with Rebecca Patterson, globally respected macroeconomic investor, Vanguard board member, and Senior Fellow at the Council on Foreign Relations, to unpack the fast-moving and increasingly complex global economic landscape. The conversation explores how geopolitical risk has moved to the forefront of investment decision-making, prompting companies and countries to rethink globalisation, supply chains, and resilience strategies.
Rebecca shares her perspective on the biggest macro surprises of 2026 so far, including geopolitical shocks, rising energy prices, and a dramatic shift in monetary policy expectations. What began as a consensus for rate cuts has quickly turned into a more uncertain outlook, with central banks now balancing persistent inflation against slowing growth.
Subscribe to Unearthed wherever you get your podcasts and visit Goldhub.com for more insights.
This episode was filmed on 19 March 2026.
About World Gold Council
We're the global experts on gold. The content we post here ranges from investment insights and market trends, to responsible gold mining and gold's many uses in our world.
Important Notice: This is not a recommendation or offer for the purchase or sale of any securities, investment products or services. Diversification does not guarantee any investment returns or eliminate risk of loss. Physical gold is an unregulated investment and its value is variable. Past investment performance is not a reliable guide to future performance. Please read the full disclaimer at: invest.gold/disclaimer.
