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.

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