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September payrolls came in at 29,000 and the 10-year yield is back above 5.3%, yet gold sits near its lows while Bitcoin hit an eight-month high.
Austin Campbell, Ram Ahluwalia, and David Z. Morris weigh whether the debasement trade is back, why Ram thinks staples are oversold and rates won’t reach 6.5%, and how a “boomer economy” keeps consumer spending strong.
Hosts:
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- Austin Campbell – Host of Bits + Bips, Founder of Zero Knowledge Group, and Adjunct Professor at NYU Stern
- Ram Ahluwalia – Co-host of Bits + Bips and CEO of Lumida
Guest:
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- David Z. Morris – Managing Editor of Zero Knowledge
This clip is from a longer conversation on the debasement trade, OpenAI’s rogue agents, and AI privacy. Full episode here.
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