Last week Tom Luongo graciously invited this author onto his Gold, Goats & Geopolitics Podcast to revisit previous concepts discussed and add new ones. Chief among those were the evolving lenses we use to evaluate markets with a hattip to Danielle DiMartino Booth's work. Speaking for my experience: enlightening, impassioned, and educational. Original Podcast link here
Tom Luongo:
Vince Lanci (VBL) joins me for another conversation about what’s right and wrong about current financial analysis. Vince and I make the case that it’s important to remember everyone’s background colors how they view markets and how difficult it is to retrain yourself to see things through a different frame. EPISODE 143
Show Notes:
Twitter Conversation between Vince, Luke Gromen and Luongo
Latest Fed H.4.1 Release (May 11th 2023)
Vince’s GoldFix Substack
Lanci: Debt Default (or Deal) Could Revalue Gold
Tom’s Gold Goats 'n Guns site
Cheers
PODCAST: Tom Luongo's Gold Goats and Geopolitics