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Feb 07, 2026
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LONG
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Shin notes significant geopolitical uncertainty (e.g., Venezuela) and explicitly states that central banks are buying gold, driving the price up. Gold is acting as the primary hedge against the destabilization of the current world order. As AI disrupts economies and geopolitics fragment, the "flight to safety" trade into hard assets strengthens. LONG as a macro hedge against the "chaos" phase of the AI transition. Stabilization of geopolitical conflicts or a shift of liquidity solely into digital store-of-value assets (Bitcoin). |
Unchained (Chopping Block)
What Do Jobs and Money Look Like in a Post-Hu...
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