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Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value

The Acquirers Podcast

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The Gold Bug Mentality

China's devaluation would be negative for most cyclical commodities, but not precious metals. Central banks have been buying gold to enhance their balance sheets over the last 20 to 30 years. This is an important reversal in the trend where gold is likely to become a larger percentage of their balance sheet over time.

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