Uploaded October 2025 | Updated September 2026, 3 weeks ago

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0:00 Intro
0:25 Conglomerate brands performance
3:08 Direct 2 consumer brands
3:48 Swiss industry data
5:30 Is it good or bad?
7:27 Tariffs
7:42 Grey market
11:07 Relative value
12:08 Precious metals
12:26 Deal time or no?
14:02 The opportunity