In this episode, we explore the evolving role of traditional commodities—Gold, Oil, and Critical Minerals—within modern digital macro hedging strategies. As inflationary expectations and geopolitical risks become structural fixtures of the global economy, we analyze how sophisticated investors leverage ETF portfolios for cross-asset defensive positioning. We also examine the frontier of "Tokenization": how blockchain technology is beginning to fundamentally reshape the liquidity and accessibility of physical hard assets.

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