TIP367: The Current Macro Landscape w/ Luke Gromen
We Study Billionaires - The Investor’s Podcast Network
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Gold, Bitcoin, and Market Dynamics
This chapter examines the changing landscape of the gold market in light of increased demand and new regulatory frameworks under Basel III. It explores the implications of gold and Bitcoin as reserve assets, the influence of China's credit trends, and strategies for navigating current macroeconomic conditions. The discussion highlights the need for astute portfolio positioning amidst evolving asset performance and global market volatility.
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