MacroVoices #379 Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more
Macro Voices
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The Esoteric Side of the Morning Porridge Letter
As global uncertainty goes down, I think you're going to see gold start to become slightly less interesting. If we're going to have a global recovery, then you've got to play copper because, you know, copper is electric. The other one, of course, that everyone watches is oil. Now, energy was the thing that we thought was going to win Russia, the war in Ukraine. Hasn't turned out to be the case at all.
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