Ozan Tarman on What's Driving The Nonstop Rise in Gold and Tech

In this episode of the Odd Lots podcast, Joe Wiesenthal and Tracy Alloway discuss the simultaneous rise of stocks and gold, a phenomenon traditionally not expected. They delve into the factors driving this trend, including global anxieties about US political stability and sovereign risk, which are leading central banks to accumulate more gold. The conversation also explores the performance and hedging strategies surrounding the "Magnificent Seven" tech stocks like NVIDIA and Microsoft, and the impact of potential shifts in US trade policies and tariffs. Additionally, the hosts and their guest, Ozan Tarman, analyze China's economic strategies, including its role as a gold storage hub and its approach to exporting deflation, and debate whether the US is becoming more like an emerging market in its economic policies.