

Uranium and Too Much Politics
Jun 16, 2025
Zach and Chase tackle how political shifts are influencing today's markets, especially in commodities like uranium. They discuss the historical complexities of the Israeli-Palestinian conflict and how similar patterns manifest in American politics. The conversation highlights the dangers of prioritizing personal feelings over societal norms and the urgent need for dialogue amidst polarized views on immigration. They also critique the disconnect in governance that affects budgetary reforms, emphasizing the importance of transparent leadership in addressing economic challenges.
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Market Risks Build Over Summer
- Market downturns often accumulate unnoticed over summer, then explode in September. - The delayed reaction causes severe market drops after the slow summer months.
Gold's Volatility Role Changing
- Gold should act more like volatility amid dollar's decline, yet behaved oddly lately. - Hedging behavior spikes before weekends, but this dynamic may shift during the week.
Fed's Role in Geopolitical Risk
- For 15 years, fading geopolitical risk was profitable due to Federal Reserve's liquidity support at near-zero rates. - Now higher rates remove that safety net, creating an unavoidable risk trap in markets.