MacroVoices #378 Ronnie Stoeferle: In Gold We Trust - Showdown
Macro Voices
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The Volatility Premium Is Negative at the Bottom End of the Ranges
NVIDIA in particular strikes me as a pullback candidate given how hot it's ran. The fundamentals don't really support that. I do think the AI hype train is left to station and it might leave a lot of bag holders like we saw with the crypto boom a couple years ago.
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