2022 Year In Review + Listener Mailbag
RiskReversal Pod
00:00
Gold and the Commodity Crude Oil Stock Stand in the New Year
I think you have a lot of potential tailwinds and you have worst geopolitical issues now heading into 2023 than we did in 2022. So as gold bulls, we're competing against crypto inflows for a period of time. That's now gone. I just don't think that oil is going to go up meaningfully. And we haven't even mentioned China yet. I mean, I just really think that the Chinese economy is the engine of growth that it used to be. De-globalization is going to have a effect on inflationary if we start reshoring these jobs and the cost of US multinationals doing that.
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