RT Horizon (@JoinHorizon_)NEW: Over The Horizon 🎙️Bram Kanstein (@bramk) joins me to discuss:– Why Bitcoin education still lags– Gold’s infinite supply problem– Fiat’s psychological rot and nihilism– How Bitcoin restores truth and value creation– Building a hopeful future on sound money ...

Core Viewpoint - The discussion centers around the AI sector, with a focus on the sustainability of its growth and the potential for a market shakeout, suggesting that while some companies are performing well, many others may not be as unique or valuable as perceived [1][3][5]. Group 1: AI Market Dynamics - The AI investment landscape is characterized by a mix of exceptional stocks, but many companies are growing at similar rates, indicating a lack of uniqueness among top performers [3][4]. - There is a belief that the AI sector may experience a deeper shakeout, as not all companies creating value will continue to thrive, leading to a differentiation between successful and struggling firms [5][6]. - The economic impact of AI is acknowledged as significant, but the investment narrative may be disappointing due to overcapitalization, which could lead to lower long-term returns despite rapid sector growth [7][8]. Group 2: Comparison of Asset Classes - Cryptocurrencies are viewed as a speculative asset class influenced by financial conditions, contrasting with gold, which is seen as a hedge against uncertainty [10][11]. - The notion that cryptocurrencies serve as "digital gold" is rejected, emphasizing that they operate under different market dynamics and are not directly comparable to gold [12].

Economic Overview - The Trump economy is characterized by tax cuts, tariffs, and a shifting Federal Reserve interest-rate policy, with inflation at 2.9% in August 2025 and interest rates held at 4% to 4.25% [1] Investment Opportunities - **Gold**: Global demand for gold increased by 3% year over year in Q2 2025, reaching 1,249 tonnes, as it serves as a safe-haven asset that maintains purchasing power and hedges against inflation and currency fluctuations [3] - **Rural Opportunity Zone Funds**: Established under Trump's 2017 tax law, these funds offer tax incentives for investments in struggling communities, allowing capital gains to be deferred until 2026, with significant tax benefits for long-term holdings [4][5] - **Fixed Income**: U.S. Treasuries are viewed as risk-free investments backed by the federal government, making them appealing during market volatility [6]

📊 INSIGHT: Bitcoin has seen more 20%, 10% and 5% dips than Gold in the S&P 500 since 2020.Bitcoin was also $7,100 to start 2020... https://t.co/s55rOmViCK ...

RT George Bodine (@Jethroe111)I lived through the worst inflation the US has had since post WW2.I remember watching Nixon uncoupling the dollar from gold in 1971.I watched him on a small TV. It had 3 channels. ABC NBC CBS. You had to jiggle the tuner knob to get it to lock in to the channel.In my mind I still see him talking in black and white.It started slowly after 1971. Like a frog being boiled alive.But the money was untethered, and by 1975 all the OPEC nations were onboard with the Petrodollar.Now the ...

China is scrapping a long-standing gold tax incentive in a potential setback for consumers in one of the world’s top bullion markets https://t.co/CcnUWl2pRG ...

Michael Cuggino, Permanent Portfolio Funds president, joins 'Power Lunch' to discuss why stocks should keep moving higher, bitcoin and gold's recent move higher and much more. ...

Investment Strategy & Market Valuation - Discipline around valuation is crucial as the year concludes [1] - Fundamentals still matter, but momentum can drive market behavior [2] - Gold should be a core holding in portfolios, as it is currently underowned by retail investors [8] Agilent Technologies (A) Analysis - Agilent's equipment aids in analyzing chemicals, food, water, cancer cells, and semiconductors, with a significant service revenue component [3] - Healthcare sector tends to outperform the market in midterm election years, making healthcare tech companies like Agilent attractive [4] - Potential improvements in US-China trade relations and the end of government shutdowns could positively impact Agilent [5][7] - Agilent's year-to-date performance is up approximately 6-7% [6] Macroeconomic Factors - A weaker dollar has helped earnings outperform estimates [9] - Continued deficit issues may exert downward pressure on the dollar heading into 2026 [10][11]

If you believe in tech, invest in AI.If you believe in tradfi, invest in Wall Street.If you believe humanity is doomed, invest in gold.If you believe we’ll rebuild from the ruins, invest in Bitcoin. ...

Big Tech Earnings & AI - Microsoft's earnings were not massively disappointing, and the OpenAI news is positive for the company in the long term [2] - The market is waiting for Amazon's earnings report [3] - Alphabet's search business is strong, with growth in Gemini [3] - AI is a significant theme for all companies, influencing capex decisions [4] Market Inflection & Strategy - The market is in a phase of digestion, pausing to assess recent Fed announcements and earnings reports, while awaiting further earnings and ECB updates [4] Commodity Focus: Uranium & Gold - Uranium miners are a recommended theme due to exploding global power demand driven by AI, EV, and electrification [5][6] - The uranium market is undersupplied, with rising demand from data centers and new reactors, making it a durable commodity story [6] - Gold is currently in a consolidation phase, with clients happy to hold it, and potential for institutional investment [7][8]