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We unpack gold’s surge, why central banks—especially China—are buying, and how to balance conviction with risk. We share how we trimmed, built a cash buffer, and considered collars to cut downside while staying in the trade.

• Central bank demand as a structural tailwind
• China’s reserve ambitions and gold accumulation
• Dollar and U.S. policy risk shaping safe‑haven flows
• Rate cuts, inflation hedges, and market plateau
• Trimming exposure after parabolic moves
• Cash as optionality and a volatility buffer
• Using collars on GLD to cap downside
• Silver’s link to gold and industrial demand
• Energy and oil debates tied to AI growth
• Practical mindset: avoid FOMO, take profits, redeploy

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Straight Talk for All - Nonsense for None

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Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.