Real Vision Interview - BTC, gold, China equities, KRE, German Bunds
fidenza.substack.com
In last night’s interview, I talk about the current disinflationary macro backdrop, and why I’m bullish gold, bitcoin, Chinese equities, regional banks in the US, and German bunds.
Real Vision Interview - BTC, gold, China equities, KRE, German Bunds
Real Vision Interview - BTC, gold, China…
Real Vision Interview - BTC, gold, China equities, KRE, German Bunds
In last night’s interview, I talk about the current disinflationary macro backdrop, and why I’m bullish gold, bitcoin, Chinese equities, regional banks in the US, and German bunds.