In this conversation with Kai Hoffmann, Host and Founder of Soar Financial, we discuss the possible US-Iran deal, what it may really mean for oil, gold, and broader capital markets, and why the current geopolitical backdrop may still be far more fragile than the headlines suggest. Kai explains why he thinks the fog of war is still thick, why oil may be telling a different story than gold, and why the market may be underestimating how unresolved the deeper trust issues remain.
We also get into the SpaceX IPO, what that kind of liquidity vacuum could mean for risk capital, the state of Germany and Europe, and why Kai believes the world is slowly waking up to the real importance of commodities, mining, and gold as monetary insurance.
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