In the second part of our episode from 10/2, Banker Bill tells Democratic Media Consultant Kobi Tirey that there might be a perfectly good reason gold and stocks are up at the same time, assuming the world's central bankers know something we don't.

And when Kobi asks whether the AI bubble is real, Banker Bill says, relax — if it is a bubble, and that's still a big if, it's an industrial bubble, not a financial one. Then he explains why that's not quite as bad.

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