We start today's podcast discussing copper and why a recent development is worthy of our attention in a far broader context associated with commodities. We then move onto developments in both gold and silver markets as the demand for both in the East continues to grow. We then discuss a further development in what you might term Russia's own BRI and then conclude assessing why China continues to make major inroads into South America and how US attempts to cripple China's semiconductor sector is turning into a spectacularly bad decision.

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