Podcast: Play in new window
This week, David returns to several of the unanswered questions submitted during our June 17 webinar, covering inflation, the dollar, gold, and how investors should think about positioning in a changing market. They also examine the massive debt burden building beneath the AI boom as Tesla falls 30% from its May peak and Google drops 20%. John Paulson believes gold is still in the early stages of a long bull market, but what could keep that momentum going? Finally, with Kevin Warsh facing a difficult set of choices, what can the Fed realistically do from here? Thanks for listening.
To watch the full webinar recording click here
- Tesla Down 30% From May Peak, Google Down 20%
- John Paulson Last Week Claims Gold Is Still In “Early Stages Of A Long Bull Market”
- What Is Kevin Warsh To Do?















