#45: Michael Oliver On The ’Massive Momentum Structure’ In The Stock Market
Superinvestors and the Art of Worldly Wisdom
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The Inverse Relationship Between Stock Market and Gold
I'm looking at the most deeply negative real interest rates that we've seen in 40 years. To me, that is probably the strongest case for owning gold. I think our view of T-bonds right now is that it is coincident with gold. There's a point at which we think the T-bond up and the drop in yields will peter out," he says.
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