Surveillance: Fed Cycle with Mike Wilson (Podcast)
Bloomberg Surveillance
00:00
Do You Go Along Tech or Gold?
Tech and gold have historically had the most inverse relationship with real yields. Mandy: In my view, i think going along gold is a much better play. How do you fold inflation into conventional derivative strategy and equities? "I don't think inflation is going to come in that quickly," she says.
Play episode from 11:35
Transcript
