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Hedgeye Investing Summit: "Smartest Guy in the Room Talks Gold, Crypto & Manias" with Josh Crumb

Hedgeye Podcasts

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Special Drawing Rights (SDRs) and Chinese Stimulus Impact on Commodities

This chapter examines the concept of special drawing rights (SDRs), comparing them to gold and discussing their connection to artificial scarcity. It also explores the Chinese stimulus and its impact on commodities, particularly gold, highlighting the massive inventories built and the challenges of destocking.

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