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Silver collapsed earlier this year. Speculators panicked. Everyone assumed the trade was over. But Andy Schectman points to what the Bank of International Settlements actually said about the move. And what the biggest money in the world was doing while retail got shaken out. Two very different stories. Risk...

33,231 次观看 • 4 个月前 •via X (Twitter)

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It was awesome to get Vincent Deluard on Risk Takers this week. Vincent basically had a🔮in Dec 2025 calling for: 1⃣ Energy to be the top performing sector 🎯🎯 2⃣ Growth surging through Q1 2026 🎯🎯 3⃣ Inflation ticks back up 🎯& rate hikes by year-end These were all very contrarian takes at the time despite how obvious they look now. I asked him to get his crystal ball out again in this conversation and tell us what everyone is missing going into the end of the second half of the year. Where he stands now: Inflation stays higher for longer. The US can't stop spending (defense alone is going from $900bn to $1.5T), so it's structural, not transitory. The real economy is quietly weakening. The top 10% are half of all US consumption, and that's exactly where the cracks are starting to show. His takeaway: long term, the hard-money escape hatches (gold, BTC) are the likely beneficiaries of the debasement. Short term though, he's wary on equity valuations. Timestamps: 1:15 The crystal ball: the call that nailed energy, growth and inflation for 2026 6:47 The stagflation remix: why inflation structurally comes back 14:38 Slow debasement vs a populist break 28:34 Why the 60/40 is dead and the risk in duration 30:04 Where to actually hide: cash, Brazil/EM real rates, Swiss, safe havens 35:53 Crypto and gold as the debasement trade 39:01 Why the official data is broken, and the signal he tracks instead 45:15 The cracks at the top of the K-shaped economy Crypto Banter Crypto Banter Clips Risk Takers

Alessandro

10,530 次观看 • 2 个月前