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MRKT Call 11/1/2022: Good News = Bad News for the Stock Market; 2023 Energy Outlook

RiskReversal Pod

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Is the Fed Trying to Tamp Down Inflation?

The bullish argument for gold will be exactly what we started the show with. If there's some dovish tone or some indication that their job has been done or, you know, inflation accomplished, sign is flown at the federal reserve. That's when I think gold takes next like high. And we'll talk to Matthew in a second about energy because if the Fed sort of puts things on hold, if dollar goes lower, that's going to open the Pandora's box to this commodities.

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