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Jack and Max break down the beginning of earnings season. Jack reviews a new credit flare-up in California’s commercial real estate (CRE) market that affected Zions Bancorporation and Western Alliance Bancorporation, before commenting on the very strong earnings from the large banks such as Bank of America and JPMorgan. Max and Jack then discuss precious metals, as well as current market positioning as revealed by brokerage data. Recorded on October 17, 2025.
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