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14min chapter
Macro Mondays #60 - BoJ Aftermath & The Gold Trade.
Macro Mondays
Macroeconomic Shifts and Market Implications
This chapter explores the macroeconomic context surrounding the Bank of Japan's recent actions and its effects on global currency trends, particularly the dollar-yen exchange rate. It humorously touches on the improbability of recent Venezuelan election results while emphasizing the importance of risk management for traders. The discussion further analyzes asset performance in relation to anticipated Fed rate cuts and hints at a strategic shift towards copper investments due to evolving market conditions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode