I'm Rita Roy. You write about two of the most popular investing topics of our time, I think.

Macromarket analysis and tech stocks. Your bottom line right now is your bullish on T bills. Hey, me too, and gold.

And, although when it comes to gold, I have to say,

it's been a necessary evil for me over the year, so I'm really interested in hearing what you say about that but

what is top of mind for you right now?

Sure. Today I think I'll focus most of my conversation on more of the

defenses in my portfolio which one of them you mentioned is

D-Bills, given its risk-free rate of 5.25% makes perfect sense from a cash

allocation standpoint which earns risk-free interest. And the second thing is

gold.

Like you said, it's a necessary evil,

but we are at a very interesting macro-volatility

environment right now where there's really

a tug-off war between inflationary and deflationary forces.

And my book is with gold over the long term, essentially,

is that gold has sniffed out the dynamic that the Fed's 2% inflation rate may not be that achievable under the kind of

macroeconomic indicators that we are currently getting.

You are a macro strategist, you and I share that.

Tell us what is in the hopper for you right now.

Sure.

So, like I said before, we are living in very interesting times

when it comes to the overall macroeconomic environment.

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