Behind The Markets Podcast: Nitesh Shah & Aneeka Gupta
Behind the Markets Podcast
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How Do You Model Gold and Silver?
Gold is actually outperforming oil to date this year. It's almost like an FX asset rather than a regular commodity. The dollar exchange rate as dollar they appreciate that tends to be bad for gold Treasure yields has 30 years rise that tends tobe bad for gold. Inflation was the key risk for both stocks down Bonds down and inflation was the keyrisk for both. I think still I would argue from the key risk going forward Is sort of the surprise, you know if things were to keep escalating that would be a risk to inflation but didn't attach.
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