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Mike Novogratz on the Fed Pivot, Stocks, Geopolitics and Bitcoin

RiskReversal Pod

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Fiscal Responsibility, Gold, and Bitcoin

This chapter explores the correlation between fiscal responsibility and the yield curve, highlighting the Minsky moment and the potential for confidence to break in economies. It also delves into the surprising lack of value increase in gold and discusses the bullish sentiment surrounding Bitcoin, examining its potential as a store of value and the disagreement among investors regarding its worth.

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