
Hartnett Doubles Down on Gold Revaluation, Raises Allocations
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com
Housekeeping: calls for increase in allocation to Gold and Crypto, why he is avoiding the bubble (and we add it might be too early), notes Jackson Hole as a potential bubble-popping process, remains secularly bearish energy (we pushback) and doubles down on Gold Revaluation as an eventuality. We agree
TIME-STAMPS 00:00- Intro 2:02- Tale of Tape: Buy Gold and Crypto 5:50- Why Gold/ Crypto allocations are going up 9:52- Price is Right: Bearish Oil secularly/geopolitically; We warn of risk 14:23- Biggest…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.