There is a lot of ground to cover. With markets hitting highs and now a nuke deal with Iran, what is next? VIX products are smoked last week and Goldman Sachs (GS) predicts a substantial fall for commodities, especially Gold and Silver.
Signs of overbuilding are showing up again as builders take cheap money and move to multifamily housing. Bubbles, valuation and sentiment are all discussed in this episode
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Podcast: Play in new window | Download (Duration: 56:57 — 32.1MB)
