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What Record Gold Prices Reveal About the Global Economy’s Fragility
Gold has been soaring all of 2025 so far, reaching a new all-time high this past week as yet another major cyclical warning was triggered. Trade wars may account for some of the urgency, the real story is how in a world that's entirely artificial more in it desperately demand something real. It's getting easier to sort what's real from so much fakery.
Eurodollar University's conversation w/Steve Van Metre
Bloomberg STMicro Eyes Workforce Cuts of Up to 3,000 in Chip Slump
https://www.bloomberg.com/news/articles/2025-01-31/stmicro-eyes-workforce-cuts-of-up-to-6-as-chip-slump-drags-on…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.