David Shastler reveals why AI's success depends on a huge build-out of energy and infrastructure, boosting real assets.
As heard by us
A gold bull case built on debt, deficits, central bank buying, and hard assets.
This episode leans into a clear gold thesis, tying VanEck's Real Assets ETF, RACS, to debt, deficits, central bank buying, and the appeal of hard assets after the Ukraine war and the weaponizing of the dollar.
Why you'd press play
Gold talk that keeps getting dragged back to debt, deficits, and the part you cannot print.
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