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“I call that financial repression.” Jeff Currie Jeffrey Currie 🆔++ reflects on Bessent’s bond mkt intervention. “It’s the reason why we pounded the table on gold.” Full convo below or here: YT: Apple: Spotify:

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Wilfred Frost

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🚨NEW EPISODE🚨 Jeff Currie Jeffrey Currie 🆔++ pounds the table on owning hard assets - now & long term - in an incredibly convincing way. - Bessent intervention = financial repression - OWN GOLD - $10k target - Energy > tech - Global recession risks under-priced - watch diesel & ag Timestamps: 0:00 Intro 2:23 Yields rising 4:00 Bessent intervention is financial repression 7:36 OWN GOLD 13:08 Not worried about gold pullback 18:36 Energy over Tech 23:30 Watch Diesel 27:02 China buying crude again 29:23 Crude reserves low 30:19 Recession risk underpriced 34:53 “Munificent 7” 36:53 Ag commods exploding 41:22 Buy any commod pullback 44:20 Recession risk to commods? 47:00 History suggests still early for commods 49:10 Iran hugely boosts commods bull case 52:43 Bearish Bitcoin 55:28 Post Goldman - Real Macro 56:50 Conclusion - Own all commodities
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