In this episode:
- Where’s Frank? [0:58]
- Investors are buying the soft landing narrative [4:18]
- Why are bonds rallying after the Fed’s rate cut? [6:42]
- The government is propping up the markets [10:49]
- Gold and crypto are sounding an alarm for investors [16:35]
- The China rally was short-lived… [17:24]
- The port strike is over… for now [21:25]
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