Behind The Markets Podcast: John Davi
Behind the Markets Podcast
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How Do You Think About Commodities?
Segal: There's a wall documented night effect where during the day markets do have risk aversion because he will deliver. Gold, for me, is rallying when you have positive real rates and those real rates have been going much higher. I think gold had a headwind when crypto kept on going up thousands of percent a year. That's really risk-on. Crypto is levered risk on all throughout the day and night.
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