Episode #163 - Alex Krainer and Shifting the Pile of Collateral East

Alex Krainer returns to the podcast to update us on the state of the war for gflobal collateral and how that informs all the geopolitical moves happening as we end 2023. Every time I sit down with Alex it's an opportunity to riff off previously presented ideas and fill in the cracks with gold, kintsugi-style.Show Notes:Alex on Substack@NakedHedgie on X/TwitterTom:Patreon@TFL1728 on X/TwitterGold Goats n' Guns Blog