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CNBC's "Fast Money"
The “Big Short” Reunion Kicks Off on Fast Money, and Counting Down to Big Tech Earnings 7/22/24
Jul 22, 2024
Porter Collins, Vincent Daniel, and Danny Moses share market insights and top picks for the year. The discussion includes upcoming tech earnings, Google's cloud business, cybersecurity stock decline, and investment trade ideas. They also touch on AI impact, sector analysis, and shorting Tesla.
43:52
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Quick takeaways
- Gold, silver, platinum, and Bitcoin are recommended as hedges against dollar debasement.
- Uranium is identified as a strategic investment for AI technologies despite market volatility.
Deep dives
Impact of the Dollar Debasement on Gold Trade
Investors are advised to consider gold as a hedge against the dollar debasement thesis, with gold, silver, platinum, and Bitcoin in focus. Central bank buying of gold is at record levels, indicating a long-term potential for gold outperforming US Treasuries.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode