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Is it Gold's time to shine? Hi everyone. Welcome to the Real Vision Daily Briefing.

With me today is Tavi Kasta, member and macro strategist at Crest Cat Capital. Hi Tavi, it's great to see you.

Hi Maggie, how are you? I'm doing well. We were just discussing before we came to you.

It's Gold's time to shine. Hi everyone. Welcome to the Real Vision Daily Briefing.

With me today is Tavi Kasta, member and macro strategist at Crest Cat Capital. Hi Tavi, it's great to see you.

Hi Maggie, how are you? I'm doing well. We were just discussing before we came on air.

Tavi is a new father. So massive congratulations to you. Welcome to the tribe and to the madness.

We've got a lot of veterans out there. So feel free to weigh in with any parenting advice.

You might want to give Tavi and we'll be sure to pass it along.

But we're going to focus on the markets today and we had another down day for the NASDAQ.

This makes it for in a row, although slightly off the lowest levels of the day, Apple and the reaction to China, obviously an issue there.

S&P also lower, down managed to buck the trend up a little bit. But what's your view of this pullback we seem to be experiencing in tech stocks?

Well, I've been of the view and this is not something recent for for some time now that technology companies will start underperforming other parts of the market.

We've had such a long period of performance from that sector specifically.

And you can see that from so many fronts, even from Capac's trends of of technology itself relative to resource companies and other parts are segments of the market.

And it's very clear that we've seen, I think, part of this crowdiness towards 60, 40 portfolios is in response also has helped a lot of technology businesses that are part of this growth story and so forth.

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