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<<Pomboy>> ... a good show, with lots of morsels, and full-enough disclosure of her own holdings, and I am not exactly aligned, but can re-calibrate to be closer calibrated even as I am uncertain I want to own ANY bonds. I do realise that she knows her bonds, by reputation.
Her shares views re China China China starting at ~28 min of Part I, and teaser, gold mentioned on same subject CCP, along with CBDC e-RMB and such
She likes gold, of course, but shy of US gold stocks. Unfortunately the interviewer did not delve into the gold stocks issue.
It is almost as if she and I are smoking the same whatever per Message 33528023 w/r a <<Dark Side of China>> w/r to USD
I need to view interviews outside of the usual, because too many folks are sounding the alarm about coming moves to lower USA debt to GDP by 50%, to 60%, via one massive printathon backed by the plebs screaming for relief. Am unclear the Fed is that ballsy and Capitol Hill that moronic, and POTUS team so cretinous, but am agnostic to the extent that I am not 100% in anti-dollar plays.
