1
rich
Libsyn
https://www.libsyn.com
90
600
The 1 Big Lie About Gold’s Rally — And What Wall Street’s Missing on Pharma, CrowdStrike & Illumina
This week Joel and Rob cover gold’s rally, RFK Jr’s war on pharma, CrowdStrike’s baffling upgrade, and why Illumina might be a stealth rebound story.   Timestamps  00:00 Introduction 01:03 Profits vs. Tariffs 10:31 Gold Rush 20:03 Pharma Shakeup 27:42 Going Against the Crowdstrike 35:54 Illumination   The headlines say one thing—but when you look deeper at the data and embedded expectations, the market’s telling a very different story.  GOLD & DE-DOLLARIZATION  Everyone says gold’s 50% rally is about the collapse of the U.S. dollar—but the real reason is the collapse of other currencies and geopolitical risk, not the dollar disappearing.  MAKE AMERICA HEALTHY AGAIN: RFK Jr vs Pharma RFK Jr. may not ban pharma ads, but his critique of pharma’s outsized profit share is real: over 50% of U.S. healthcare profits go to pharma. Treating drugs like consumer goods is what’s broken—and fixing that could save $100 billion in government spending. WALL STREET’S WRONG AGAIN: CROWDSTRIKE BTIG’s recent CrowdStrike upgrade makes no sense when you look under the hood. Valuation is stretched, sentiment is weak, and this call looks like it’s about banking flow, not fundamentals. EARNINGS UNCENSORED: ILLUMINA Activist investor Corvex Management just grabbed a board seat at Illumina. With the GRAIL disaster priced in and China issues behind them, this could be a buy-the-dip moment—and a compelling turnaround play in the biotech space. Sign up for free daily updates: https://getaltimetry.com/  
Altimetry Authority
https://sites.libsyn.com/575465
<iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/37547050/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe>
https://assets.libsyn.com/secure/item/37547050