Hartnett Says "Trump 2.0 boom means bid for crypto & gold to continue" in US

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Housekeeping: Good afternoon. Hartnett’s Weekly report is presented 3 ways: 1) Video walk-through with commentary 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy.We say expectation that Trump 2.0 = US inflationary boom means bid for crypto & gold to continue- M. HartnettTL; DR* His 2025 bullish equity outlook hinges on stable bond yields.* Commodities (Gold and Crypto) to outperform as inflationary fears take hold.* Macro themes of populism, AI, and China continue to dictate asset flows.Key Video Timestamps1:58- STOCKS 2025: “Living History”, in which Hartnett explains why stocks will likely continue to rally in 2025 as long as Bonds behave4:27- ECONOMIC CYCLE CLOCK: explains where he thinks we are in the cycle and why we are in the commodity boom part of the cycle. We describe what is “normal” versus what is happening now. Specifically bull vs bear steepening and stock performance.19:34- Why Stocks Keep Rallying under Trump for a bit longer23:01- Hartnett Dissects The 4 Big Macro Trades for 2024 and if they will continue in 2025