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The silver needs go up dramatically, and if you do the numbers, we just don't have enough supply. If silver breaks out, if gold breaks out, if Dogecoin breaks out, then Bitcoin will break out. They'll all go together, and I expect that to happen before the end of the summertime. Hello, everyone. Today we've got a great conversation with Jordy Visser. In this conversation, we specifically talk about the interest rate hikes that could be coming

down. And we talk about what the impact is to all of the various assets. What's going on with the

AI trade, the rest of the stock market, commodities, Bitcoin, crypto, and much more.

Jordy has very unique thoughts and he's actively changing his portfolio and his mind as we speak.

So this conversation illuminates how he's thinking about this and why he is making certain changes. I hope you enjoy my latest conversation with Jordy Visser. All right, Jordy, a great place to start this is the odds of an interest rate hike have increased significantly over the last couple of weeks. I think a lot of people are trying to figure out why is this happening and what is the impact to their portfolio. Let's first start with what has changed. As an investor,

you need to update your worldview when you get new information. And so can you walk us through

why interest rate hikes are now much more of a situation for investors?

Yeah, first of all, you know, so people understand. I really honestly don't remember a time where you went this quickly from a period of expecting three rate cuts to one rate hike over the course of the year.

But that's where we are right now. So let's break it down this way. First of all,

the economy has been strong, but I think this is more about the earnings being strong and

the AI trade and kind of the part of it that's there. That's probably 20% of it.

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