Chain Reaction Podcast Gold’s Surge And The Supply Chain Storm
Gold doesn’t leap to records without a story. We unpack why $4,326 per troy ounce isn’t just about inflation, but about confidence shifting amid tariff threats, rare earth controls, and geopolitical strain. From China’s new export restrictions to a fragile 90‑day tariff window, we map how policy volatility is rewiring sourcing, inventory decisions, and the cost of capital across global supply chains. We dig into the headlines around AI in apparel manufacturing and separate signal from noise….
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