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Art of War Meets Art of The Deal (Guest: Peter Bookvar)

The Market Huddle

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Navigating Gold and Bonds

This chapter explores the intricate relationship between gold trading and U.S. bonds, particularly as China's economic concerns may lead to a pivot towards gold. It examines the implications of declining commodity prices, especially crude oil, in the context of inflation and deflation expectations. The discussion also highlights diverse investment strategies and trading perspectives, focusing on the evolving market dynamics and the potential for a bull market in commodities.

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