Melt up to Melt Down
Real Vision: Finance & Investing
00:00
The Chinese Reopening
If you're playing the Chinese reopening and it's certainly not necessarily a bull case, I agree with that. So they basically are relenting on all these covert restrictions and natural gas is collapsing. But in any case, like the big question for 2023 is whether we get correlations restored. We get trussuries back as the safe haven, etc. And if you ask me, ultimately, it's all about inflation.
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