Acid Breath: Why Everything’s Going Up for the Wrong Reason

Send us a text Creativity, Chaos, and the Signals That Matter Gold's ripping, stocks are ripping, but this isn't a hedge, it's a hallucination. In today's episode, I break down the paradox of rising fear assets and euphoria trades moving in sync. We bounce off China's Q3 GDP: if the US won't provide data, the Chinese will. And I revisit how creativity really works, not through structure, but through a blissful surrender. Then we take another stab at valuing gold in a s...