This past week, our President, Eli Gold, traveled to Davos to speak at the Davos Lodge 2026 conference and attended a dinner hosted by the Shafik Gabr Foundation.
At Davos Lodge 2026, Mr. Gold moderated a panel discussion titled “President Donald J. Trump & the United States: 2026 Forecast” alongside ACG Analytics Managing Partner David Metzner and Avant Global, LLC Founder & CEO Demetri Argyropoulos.
Mr. Gold covered the economic outlook for the upcoming year, including trade agreements, domestic manufacturing, and growth expectations. He explored how current Trump Administration political dynamics and policy priorities may reshape the global macro environment, touching on themes including U.S. industrial strategy, fiscal constraints, and shifting trade balances. He also delved into the methods of how Donald Trump operates, exploring his philosophy and the nature of his transactional relationships and how they shape foreign policy, as well as how these forces could translate into changes in capital allocation, cross-border trade, and geopolitical risk.
At Davos Lodge 2026, Mr. Gold moderated a panel discussion titled “President Donald J. Trump & the United States: 2026 Forecast” alongside ACG Analytics Managing Partner David Metzner and Avant Global, LLC Founder & CEO Demetri Argyropoulos.
Mr. Gold covered the economic outlook for the upcoming year, including trade agreements, domestic manufacturing, and growth expectations. He explored how current Trump Administration political dynamics and policy priorities may reshape the global macro environment, touching on themes including U.S. industrial strategy, fiscal constraints, and shifting trade balances. He also delved into the methods of how Donald Trump operates, exploring his philosophy and the nature of his transactional relationships and how they shape foreign policy, as well as how these forces could translate into changes in capital allocation, cross-border trade, and geopolitical risk.
On Monday evening, Mr. Gold and the Institute’s executive director, Melissa Radovich, attended the Shafik Gabr Foundation dinner at the World Economic Forum. Mr. Gold was asked by the Foundation chairman to provide remarks regarding his thoughts on the upcoming midterm elections. He explained that while it will no doubt be an uphill climb for Republicans, he believes they will ultimately win both the House and Senate.
Even though moderate Republicans may be unhappy with their party shifting farther right, they are terrified of the communist ideology of the Democratic left. Concerned by the Democratic party’s continued move toward communism, moderate Republicans will be sure to do what they must to get out and vote.
On the flip side, moderate Democrats are extremely concerned by their own party’s continued leftward shift towards communism. While they may not be happy with the Republican party’s MAGA wing, Mr. Gold forecasts that moderate Democrats will not support the further shift in their party’s ideology. As a result, they will either sit out the election or cross over to vote Republican. He concluded with his optimism that Republicans can overcome their current challenges and win the midterms.
Mr Gold poses a question about the United States relationship with Europe.
Mr Gold delivers his remarks at Shafik Gabr’s dinner
Mr. Gold’s participation at Davos 2026 reinforced the Gold Institute’s commitment to engaging with global leaders on critical issues shaping international strategy and U.S. policy. His insights on the political and economic landscape continue to inform discussions among policymakers and investors navigating an evolving geopolitical environment.
