The key driver for gold has actually been crude all and i think that makes perfect sense, because crude all right now is an inflation gage. Is also a geo political risk gage. So when crud all comes down, goldhasnas been struckling a bit. We believe all prices will find the plateau and move up again. I like the broad exposure, given the kind of volatility that we are war seeing. It's telling us a much better story than if you're looking at at secesions and and what have you. That means that we should be looking for opportunities over time, but in a short time, potentially buying into the actual underlying commoditiesav see as as the
MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank's commodities desk chief, Ole Hansen to the show to discuss what both inflation and the escalating war situation mean for commodities. https://bit.ly/3rYhYXF
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