EPISODE · Aug 24, 2025 · 12 MIN
Hartnett: Long Sunscreen, Short Spreadsheets?
from GoldFix · host VBL
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: TIME-STAMPS 00:00- Intro 01:25- Sunday Discussion Topics 03:30- "Down and out" Asset Rotation 04:45- Fed Cut = higher inflation 09:13- Rotation out of Energy into Miners
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Hartnett: Long Sunscreen, Short Spreadsheets?
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