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Podcast: Personable
Episode: Trump Imposes 100% Tariffs on China, US-China AI War, Mag 7 Future, Gold Hits $4,000!
Description: Send a textStephen Roberts, Founder of Orgueil Capital (an investment vehicle with its North Star to quintuple capital over the next 8–9 years) and former Partner at Horseman Capital, returns to Personable Markets for his third appearance.From navigating hedge fund cycles to founding his own investment vehicle, Stephen brings decades of experience in global macro investing and portfolio construction. In this episode, he breaks down the real-time market volatility, the U.S.–China standoff over rare earths, the AI-driven reshaping of industries, and why he believes we’re entering a new commodities cycle.Wi...