Brian Stewart
๐ค SpeakerAppearances Over Time
Podcast Appearances
And it's interesting, funny that you called it a personality driven.
I mean, you know, on point, too, in terms of the Fed.
But the conversation was mostly predicated on me asking Victor what he would do if he were nominated instead of Warsh.
So to your point that it's, you know, it's a very subjective affair these days.
The first point that he was making is the connection between gold prices and interest rates and how the way that the conversation has turned with interest rates makes it more compelling for the long term case for gold and gold miners to that point.
That was one of his main points.
Yeah.
Thank you, Brian.
Any final words to close out or have we said them already?
I think that's it.
Our last Wall Street roundup of February.
Welcome back, Brian Stewart, Seeking Alpha's director of news.
Talk to us.
What are you looking at these days?
We'll leave a link to that investing experts episode.
There's actually a couple in the past week that we discussed that conundrum of NVIDIA.
I'm going to leave a link to both.
What else are you looking at stock wise?
You know, to your point about Microsoft and Excel and its prevalence in the marketplace, I was listening this morning to a couple stories about how in Europe, I believe France recently in some, I don't know if it's national or regional, like the government agencies in some districts are stepping away from Teams and Zoom recently.
Other places in Europe are stepping away from using Microsoft and like getting out of the dependence on U.S.