In this episode, we discuss the US-Israel strikes on Iran and the escalating conflict across the Middle East, gold surging 5% on the week above $5,300, and the AI crypto narrative gaining momentum with Venice's VVV token up 71%.

0:00:00 Intro Music

0:04:57 Introduction

0:07:02 Weekend Reflections on the Iran Conflict

0:12:50 Crypto Headlines and Web3 Roundup

0:17:23 US-Israel Strikes on Iran

0:22:46 Oil, Gold, and Market Reactions to the Conflict

0:26:29 European Defense Stocks and Rheinmetall's 19x Rally

0:31:42 Is It Too Late to Bet on European Defense?

0:36:00 Thinking 18 Months Ahead

0:41:49 Shorting the S&P vs Buying Gold as a Volatility Hedge

0:48:26 AI Exposure Through Crypto vs Overpriced US Equities

0:54:23 Venice AI, Diem Tokens, and the Open-Source AI Narrative

0:59:22 AI x Crypto: Privacy, Decentralization, and a New Vertical

1:04:03 Crypto at Its Lows

1:07:55 Closing Thoughts

DISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

US and Israel Strike Iran as Gold Rips to $5,300

The Modern Market Show