MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium
Macro Voices
00:00
The China Reopening and the Future of Gold
The China reopening was very, very unexpected. And I would suspect that you're going to see a lot of that fireworks, if you will, from the China reopening begin to work its way through the system. Domestic travel in China is looking really good too. But what you're not seeing is You're not seeing the airline numbers back up to where they should be. That'll be the next shoe to drop here.
Play episode from 17:11
Transcript
