Brendan Greeley on the Real 500-Year History of the Dollar

Bullish:

• $GLD - Gold mentioned as part of a broader real assets theme, with its recent run potentially signaling how the world is repricing money and debt.

  • “Data centers need electricity. AI needs copper. Reshoring needs steel. And gold's run may tell you something about how the world is repricing money and debt. All of those point back to real assets.”

    Joe·17:35
• $INFRA - Real assets including commodities, natural resources, and infrastructure highlighted as beneficiaries of AI, reshoring, and changing views on money and debt.

  • “Data centers need electricity. AI needs copper. Reshoring needs steel. And gold's run may tell you something about how the world is repricing money and debt. All of those point back to real assets.”

    Joe·17:35