January 2026 (English)

In this episode, Thomas discusses China’s record $1 trillion trade surplus, the strategic battle over rare earth minerals, central banks’ rising shift to holding gold and the dominance of the Magnificent Seven. He also breaks down AI‑driven CapEx spending, and the growing risks of cyberattacks. Information related to financial instruments and their issuers does not constitute any investment recommendation nor investment advice. Hosted on Acast. See acast.com/privacy for more information.

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This episode was published on January 15, 2026.

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