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Brett Rentmeester: The Great Market Illusion — Gold Soars, AI Booms, Debt Mounts

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Oct 23, 2025
Brett Rentmeester, Founder of WindRock Wealth Management and a macro markets expert, discusses the current financial landscape. He explores the surprising rise of both gold and AI, explaining it through the metaphor of a car needing to balance gas and brakes. Brett highlights the 'Fourth Turning' concept and how polarized market views create confusion. He advises on navigating risks and maintaining a diversified strategy, especially with precious metals and crypto, while urging patience and prudent rebalancing in volatile times.
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INSIGHT

Contradictory Market Signals

  • The market sends mixed signals when safe-haven gold and high-flying AI stocks both rally strongly at once.
  • That coexistence suggests a confusing inflection point, not a clear single narrative for investors.
INSIGHT

Fourth Turning Creates Polarized Views

  • We're at a 'fourth turning' inflection where old systems break and new technology reshapes the future.
  • That creates polarized worldviews and makes macro signals harder to interpret.
ANECDOTE

Optical Illusion For Market Perception

  • Brett uses the classic young/old optical illusion to show investors can validly see opposite market realities.
  • He warns both views exist simultaneously and influence decisions differently.
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