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Housekeeping: calls for increase in allocation to Gold and Crypto, why he is avoiding the bubble (and we add it might be too early), notes Jackson Hole as a potential bubble-popping process, remains secularly bearish energy (we pushback) and doubles down on Gold Revaluation as an eventuality. We agree

TIME-STAMPS

00:00- Intro

2:02- Tale of Tape: Buy Gold and Crypto

5:50- Why Gold/ Crypto allocations are going up

9:52- Price is Right: Bearish Oil secularly/geopolitically; We warn of risk

14:23- Biggest Picture- Reasons for stock bubble; This time is (not) different.

20:26- BofA Private Clients: The Gold/ Commodities Barbell trade

22:47- Asset Class Flows: Why the Bubble will not pop; TBTF concept

29:58- Main Discussion starts

41:10- Gold (miners) allocations are low and why they will be going up

47:10- Doubling down on Gold Revaluation