This is a free preview of a paid episode. To hear more, visit <a href="https://vblgoldfix.substack.com?utm_medium=podcast&utm_campaign=CTA_7">vblgoldfix.substack.com</a> Housekeeping: TIME-STAMPS
00:00- Intro
01:25- Sunday Discussion Topics
03:30- "Down and out" Asset Rotation
04:45- Fed Cut = higher inflation
09:13- Rotation out of Energy into Miners

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: TIME-STAMPS 00:00- Intro 01:25- Sunday Discussion Topics 03:30- "Down and out" Asset Rotation 04:45- Fed Cut = higher inflation 09:13- Rotation out of Energy into Miners

This is a free preview of a paid episode. To hear more, visit <a href="https://vblgoldfix.substack.com?utm_medium=podcast&amp;utm_campaign=CTA_7" rel="noopener noreferrer">vblgoldfix.substack.com</a> Housekeeping: TIME-STAMPS
00:00- Intro
01:25- Sunday Discussion Topics
03:30- "Down and out" Asset Rotation
04:45- Fed Cut = higher inflation
09:13- Rotation out of Energy into Miners

Hartnett: Long Sunscreen, Short Spreadsheets?

Capital markets recap, commentary, and analysis for evolving traders <a href="https://vblgoldfix.substack.com?utm_medium=podcast">vblgoldfix.substack.com</a>

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Capital markets recap, commentary, and analysis for evolving traders vblgoldfix.substack.com

Capital markets recap, commentary, and analysis for evolving traders <a href="https://vblgoldfix.substack.com?utm_medium=podcast" rel="noopener noreferrer">vblgoldfix.substack.com</a>

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Hartnett: Long Sunscreen, Short Spreadsheets?

Hartnett: Long Sunscreen, Short Spreadsheets?