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U.S. deficit spending and Treasury refinancing

Discussed in 1 analyzed podcast episode across 1 show

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The David Lin Report

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The David Lin Report

The David Lin Report · Jul 28, 2026

Peter Grandich Sold All His Stocks, Here’s What He’s Buying Instead

Petrodollar decline and de-dollarization U.S. equity market valuation and AI bubble risk Precious metals investment thesis (gold, silver, copper)Critical minerals supply shortage Federal Reserve interest rate policy and inflation