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The State of the AI Trade 5/29/25

Halftime Report

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Dining Trends and Investment Shifts

This chapter explores the changing dining experiences at American restaurant chains while concurrently analyzing current investment trends, highlighting Bitcoin ETFs and their impacts on traditional assets like gold. The speakers advocate for dollar-cost averaging strategies and portfolio diversification amid optimistic views on gold's market performance. The chapter also touches on recent Federal Reserve discussions, emphasizing skepticism regarding their efficacy in managing inflation amidst evolving economic conditions.

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