Random Number Generator: Gold, Tech Earnings, and Productive Bubbles
Update: 2025-10-26
Description
In this episode, Robert compares today’s AI boom to past “productive bubbles” where speculation led to real progress and lasting innovation. He explains why AI’s growth is backed by earnings and infrastructure, not hype, and how investors can position for the next phase of this cycle. Plus, insights on managing gold positions during volatility, and why pullbacks in bull markets often create opportunity rather than risk.
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