MacroVoices #376 Tian Yang: When the Recession Becomes Obvious
Macro Voices
00:00
The Banking Crisis: What's Driving It?
Tiaan: I think we're just positioned to capture kind of a tactical downside. We'll let some of the speculative flow data tell us when it kind of reverses. But obviously, this is more of a tactical view, right? Like next one to three months,. If you talk kind of two to three years out, we have our age of scarcity thesis and those kind of things. So still ultimately, I think gold's a good investment, but it's just this flush could be, it's just too crowded right now.
Play episode from 30:12
Transcript
