Gold fever, market rotations, and life lessons all in one tape.
In this podcast, Tony and Jared break down gold’s breakout above $3,500, the path to $5K, the steepening yield curve, the latest S&P 500 pullback, Nvidia’s setup, and what weak labor data means for the Fed’s next move. Along the way, they get into time vs. money, why experiences beat things (most of the time), homemade burgers vs. Häagen-Dazs, and the Yankees heating up in late summer.
🔔 Tune in next week for episode #63