Hartnett Doubles Down on Gold Revaluation, Raises Allocations

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: calls for increase in allocation to Gold and Crypto, why he is avoiding the bubble (and we add it might be too early), notes Jackson Hole as a potential bubble-popping process, remains secularly bearish energy (we pushback) and doubles down on Gold Revaluation as an eventuality. We agree TIME-STAMPS 00:00- Intro 2:02- Tale of Tape: Buy Gold and Crypto 5:50- Why Gold/ Crypto allocations are going up 9:52- Price is Right: Bearish Oil secularly/geopolitically; We warn of risk 14:23- Biggest Picture- Reasons for stock bubble; This time is (not) different. 20:26- BofA Private Clients: The Gold/ Commodities Barbell trade 22:47- Asset Class Flows: Why the Bubble will not pop; TBTF concept 29:58- Main Discussion starts 41:10- Gold (miners) allocations are low and why they will be going up 47:10- Doubling down on Gold Revaluation