
MacroVoices #310 Alex Gurevich: The Trades of March 2020
Macro Voices
00:00
The Liquidity Momentum Will Be Very Negative
Alex Castellanos: I was expecting, my thinking in two thousand 20 was that they will actually let us too much liquidity slush about for longer. But what i didn't expect them was to turn around so quickly and start taking away thatLiquidity momentum will be very negative for the following few months. It's not going to get easier to get aluminum because you raise interest rates. If anything, i's going to get hotter because it's hotter for new production capacities to develop. And i think gold is going through the roof on a crazy thing called 'the gold bug'
Transcript
Play full episode