US Assets Are Dead Money Without A Policy Shift | Weekly Roundup

US Assets Are Dead Money Without A Policy Shi...

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The Market Is Rotating Faster Than Policy Can Keep Up | Weekly Roundup

This week, we unpack rising market euphoria, sector rotations and why consumers are suddenly back in focus. We also dig into Fed constraints, Japan’s endgame, Bitcoin waking up, and more. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follo ...  Show more

The End of Globalism, AI Acceleration & the Political Horseshoe | Alex Campbell

In this episode, Alex Campbell joins the show to discuss the silver trade and structural supply-demand imbalances in metals, AI acceleration and mismatch between CapEx & demand, and the breakdown of globalism. We also dig into the emerging political horseshoe, tariffs, and China’ ...  Show more

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