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Inflationary Waves and Case for $4,000 Gold

Behind the Markets Podcast

CHAPTER

Elections Impact Markets; Investing in a Changing Economic Landscape

The chapter delves into the impact of recent elections in France on the markets, comparing it to potential risks in the upcoming U.S. elections and discussing economic policy differences. The conversation explores investing during times of inflation, hyperinflation, and climate transition, emphasizing the need for adaptation to changing economic factors and strategies to protect against inflation like investing in real assets and gold. The discussion also touches on the energy transition in Europe, highlighting investment opportunities in clean tech companies and the importance of owning key players in the energy sector for global competitiveness.

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