Housekeeping: Good afternoon. 1 Sunday 2pm Ben K Joins the GoldFix Founders Discussion for Energy Update here.
Report’s Main Ideas :
Title: Trump may actually mean it; Hartnett’s BIG Idea restated and refined; What drives Gold from here; Correction vs Bear Collapse. (random notes2)
Key Moments:
2:09- Begin Report
11:40- Hartnett’s Economic Cycle Map
27:39- Corrections for Dummies
35:04- “BIG” Section Starts
45:00- EU Inflation vs. US Austerity
49:26- Extended Gold Section starts
Hartnett: He loves me, he loves me not
“Turns out [Trump] cares more about the base than the bros and billionaires.”
“Gold best hedge against collapse in real rates driven by either 2nd wave of inflation or Fed needing to massively cut rates.
