Jessica Cummins MoneyTalks is Stockhead's regular drill-down into the stocks investors are watching right now. We tap leading fund managers, brokers and analysts for their hottest ideas, the themes behind them, and what they think the market is still getting wrong. In this edition, we hear from Sanlam Capital senior investment advisor Ben Faulkner, who says the two most compelling macro narratives heading into 2026 are gold's resilience and the strengthening investment case for critical minerals.