
MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun
Macro Voices
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The Key Driver for Gold Is Crude All
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
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