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What Sits at the Cross-Section of Scarcity and Networks? | Bagholder
Kevin Bagholder is back on the show to talk about what he sees at the intersection of scarcity and networks. We start with the metals, where copper is leading gold and silver higher and the miners are confirming the move. From there we get into why he thinks silver has the cleanest setup left in the complex. His inside-the-system versus outside-the-system framework carries the rest of the conversation, from a debasement case against the bond market and the Fed to the products-versus-networks lens that explains why he won't touch Nvidia even after a monster quarter. It all points back to…
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