Trump tariff update. China strikes back + metals update

Todays podcast looks at why trading the metals markets requires a different mentality from just holding a physical position in the metals.

I fully appreciate that there will be Contrarians that:

* Just hold a physical position and do NOT trade

* Just trade and do NOT hold any physical metals

* Are a hybrid and trade and hold physical

Ultimately, a different mentality is needed for trading and holding physical.

This podcast episode dives into that as well as gives an update on the tariff situation with Mexico, China and Canada.

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The skinny

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