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I sat down with Jim Iuorio of the Unfiltered Investor to discuss debt, inflation, AI, and investing after nearly four decades of booms, crashes, and Fed interventions.
— What breaks first: the dollar, Treasuries, or something else
— Why gold is signaling more money printing ahead
— If AI can rescue the economy
— If today’s stock valuations are justified -- or simply another bet on a Fed bailout
— What markets are getting completely wrong
I hope you enjoy!
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