From Grand Lake Stream to Havana: Low-cost drones are changing the economics of war, affecting defense, energy and inflation. We share Jim Bianco's warning, then asks why Cuba is back on the U.S. policy radar.

dkotok.substack.com/p/caracas-ha...
#Geopolitics #Cuba #DefensePolicy #CampKotok

Rick Newman returned for his sixth Camp Kotok gathering and turned those conversations into a timely series on artificial intelligence, politics, the labor market, the national debt, and the Federal Reserve.

dkotok.substack.com/p/reports-fr... #Markets #CampKotok

At our Camp Kotok gathering in Maine, we asked if Congress will amend the price of the gold certificate on the Fed’s balance sheet with the highest percentage number of “yes” answers to this question in the history of the annual #CampKotok survey.

dkotok.substack.com/p/gold-centr... #Gold $GLD

Inside the Modern Economy: Jim Bianco on Kevin Warsh, AI, and the Next Market Shock

Great conversation around AI, Inflation, Interest Rates, Housing, The Fed & Kevin Warsh, plus a mention of #CampKotok www.youtube.com/watch?v=A4s8...