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Podcast: The ACID Capitalist Podcast
Episode: The Quantum Crisis: Gold, China, and the Trust Deficit in Markets
Description: Send us Fan MailPerhaps the best, most revealing of this daily series. This is macro analysis as cabaret. The Japanese call it, rakugoka (落語家), a man in kimono, I have no kimono, seated on a cushion performing poignant financial monologues. The entire performance relies on market imagination.If in a hurry, skip the first 15 to 30 mins. You can't miss what follows. American housing flickers, Kansas manufacturing hums, and in Asia the monetary plumbing begins to shake. I explore why China’s rush for gold and silver may mark a mome...