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20min chapter
MacroVoices #442 Ole Hansen: Year of The Metals
Macro Voices
Navigating the Commodity Landscape
This chapter explores the current state of the commodity market, focusing on sectors like precious metals, agriculture, and energy. The discussion includes an analysis of supply and demand dynamics, the implications of electric vehicle growth, and the potential impacts of de-dollarization. Additionally, it examines gold's performance amid fluctuating interest rates and the challenges faced by mining companies, alongside the outlook for base metals, particularly in relation to green energy initiatives.
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