# China is Coming for Your AI Profits – Why This is Bullish for Gold - Peter Boockvar Page: https://stenobird.com/podcast/itm-trading-podcast-2136438/china-is-coming-for-your-ai-profits-why-this-is-bullish-for-gold-peter-boockvar Text version: https://stenobird.com/podcast/itm-trading-podcast-2136438/china-is-coming-for-your-ai-profits-why-this-is-bullish-for-gold-peter-boockvar.md Podcast: [ITM Trading Podcast](https://stenobird.com/podcast/itm-trading-podcast-2136438) Published: 2026-07-17T20:05:18+00:00 Episode link: https://podcasters.spotify.com/pod/show/itmtrading/episodes/China-is-Coming-for-Your-AI-Profits--Why-This-is-Bullish-for-Gold---Peter-Boockvar-e3m7g21 Audio file: https://anchor.fm/s/4aaf7d10/podcast/play/122977793/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-17%2F428152247-44100-2-1917dcad13a49.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/itm-trading-podcast-2136438/episodes/china-is-coming-for-your-ai-profits-why-this-is-bullish-for-gold-peter-boockvar Duration seconds: 1128 ## Resource "The whole world owns these stocks. And if this trade falters, that money is going to find another home... chances are it's finding a home in gold."Peter Boockvar explains why China's AI advances could challenge Big Tech's dominance, pressure the U.S. dollar, and strengthen the case for gold as investors seek safety amid shifting global markets.🔴 REGISTER NOW: The Urgent Gold & Mining Playbook for 2026Date: Wednesday, July 22nd 2026 Time: 9:00am PST / 12:00pm ESTSave Your Seat: https://my.demio.com/ref/87fDObhJHQ4MCtWj📥 Download The Private Wealth Playbook: https://www.danireport.com/ 📞 Schedule your FREE strategy call: https://calendly.com/itmtrading/500👋 STAY IN TOUCH WITH ITM & DANIELA🟩 Schedule a Strategy Session: 866-706-9061🟩 Email us at services@itmtrading.com🟩 Official Homepage http://www.itmtrading.com🟩 Listen On The Go: https://anchor.fm/itmtrading🟩 ITM's Twitter: https://twitter.com/itmtrading🟩Daniela’s Twitter: https://twitter.com/DanielaCambone🟩Daniela’s Newsletter: https://learn.itmtrading.com/daniela🌎 ABOUT ITM TRADING:For more than 30 years, Phoenix-based ITM Trading has been a nationally recognized organization for trusted, data-backed research and investor education in the precious metals industry. They strategically assist clients nationwide, specializing in the different functions that physical gold and silver products provide in a diverse portfolio. ITM Trading’s mission is to give investors the knowledge, analysis, and lifetime strategies they require to confidently navigate the intricate monetary policies that restrict economic freedoms. They help build each client a custom portfolio designed to protect and grow their wealth and assets during economic downturns, hyperinflation, and currency resets.Disclaimer: The information pro… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/itm-trading-podcast-2136438/episodes/china-is-coming-for-your-ai-profits-why-this-is-bullish-for-gold-peter-boockvar/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/itm-trading-podcast-2136438/china-is-coming-for-your-ai-profits-why-this-is-bullish-for-gold-peter-boockvar.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.