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What’s Driving the Rally?, Trillions to Tap, Kings of Retail 12/4/23

The Exchange

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The Similarities Between Gold and Bitcoin

The speakers discuss the similarities between the launch of the gold ETF in 2004 and the current anticipation of a Bitcoin ETF. They express concerns about Bitcoin following a similar pattern and mention the spike in gold and Bitcoin prices despite the underperformance of certain stocks. The discussion also touches on the factors contributing to the rally in gold, such as central bank buying and a weakening dollar.

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