Rob Larrity

Rob Larrity, a market commentator with expertise in macroeconomics and precious metals, dives into the current financial landscape. He discusses why gold prices are soaring, driven by central bank buying and cautionary ETF flows. Rob also explores the volatility in private equity, warning of liquidity crises and desperate fundraising. The conversation covers the speculative bubble in data centers, AI infrastructure's overcapacity, and rising coffee prices due to tariffs and weather issues, providing a comprehensive overview of today's economic uncertainties.

In this discussion, market and geopolitical analyst Rob Larrity shares his insights on the impact of tariffs on demand and prices, challenging conventional narratives with complex economic realities. They explore the widening gap between political platitudes and material truths, highlighting the risks of economic fragility in the U.S. Amidst these discussions, Chile's evolving political landscape and its potential advantages in a shifting global economy are also examined. Larrity emphasizes the importance of understanding market signals over political spin.