{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"The 1 Big Lie About Gold\u2019s Rally \u2014 And What Wall Street\u2019s Missing on Pharma, CrowdStrike & Illumina","description":"This week Joel and Rob cover gold\u2019s rally, RFK Jr\u2019s war on pharma, CrowdStrike\u2019s 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\u2014but when you look deeper at the data and embedded expectations, the market\u2019s telling a very different story.  GOLD & DE-DOLLARIZATION  Everyone says gold\u2019s 50% rally is about the collapse of the U.S. dollar\u2014but 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\u2019s outsized profit share is real: over 50% of U.S. healthcare profits go to pharma. Treating drugs like consumer goods is what\u2019s broken\u2014and fixing that could save $100 billion in government spending. WALL STREET\u2019S WRONG AGAIN: CROWDSTRIKE BTIG\u2019s recent CrowdStrike upgrade makes no sense when you look under the hood. Valuation is stretched, sentiment is weak, and this call looks like it\u2019s 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\u2014and a compelling turnaround play in the biotech space. Sign up for free daily updates: https:\/\/getaltimetry.com\/   ","author_name":"Altimetry Authority","author_url":"https:\/\/sites.libsyn.com\/575465","html":"