Gold Set to Shine for Rest of Year: Kelly

The video discusses the performance of gold as a safe haven amid inflation concerns, highlighting its recent breakout despite supply chain issues. It contrasts gold with Bitcoin, noting the latter's decline due to risk-off sentiment and lack of historical value. The tech sector is analyzed, with a focus on the impact of yields and geopolitical tensions, and the potential for a rally in bonds. The healthcare sector is also examined, noting significant put buying and bearish sentiment.

Discuss the implications of the current geopolitical tensions on technology stocks.

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What are the potential risks associated with the recent movements in the VIX index?

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