In this episode of Macro Mondays, Charlie breaks down the week’s major market moves — from surging gold prices and a stubbornly strong US dollar to Bitcoin’s fading momentum. He also unpacks the strange “circular revenue” dynamic between OpenAI, Nvidia, and Oracle, where investment and chip purchases are looping back on themselves. With gold hype hitting Main Street and risk assets acting oddly, Charlie questions whether speculation is overtaking fundamentals and what it means for investors watching the next big unwind.
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