Hey folks, Kobi Tirey here. I was too sick to get the full episode out on time this week, but here are the first few minutes, in which we talk about why China's playing hardball now.

Our full episode, about gold and stocks rising at the same time, and Banker Bill's take that even if AI is a bubble, it's an industrial bubble, and that's a lot better than the financial bubble of 08.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kobitirey.substack.com