Hosts discussed a volatile week that started with a 2% decline before NVIDIA's massive $100 billion OpenAI investment helped markets recover to close down only 0.3% - well within expected move parameters, explaining why VIX stayed around 16. The government shutdown deadline approaches with manufacturing PMI Tuesday and jobs report Friday, though low volatility suggests markets aren't pricing significant disruption. Gold reached $3,850 and silver hit $4,740 (all-time highs), with the hosts noting their gold-silver ratio trade finally became profitable after a painful hold through levels above 110. The ratio now sits at 83 (historical average), creating questions about future positioning. Interest rates have reversed most post-Powell moves, with bonds rallying to 116+ levels. Earnings season begins with Carnival up $1.50 on results and Nike reporting tomorrow, while unusual movers like Intel, Oracle, and FCX (mine disaster) dominated action rather than typical mega-cap names.