
MacroVoices #378 Ronnie Stoeferle: In Gold We Trust - Showdown
Macro Voices
00:00
The Light Motive of This Year's Report Is Showdown
The Light Motiv of this year's report is showdown because we're seeing three different showdowns at the moment. Central bankers, after raising interest rates that aggressively over the last year, are facing not a dilemma, but try a lemma between fighting inflation and avoiding a recession or a hard landing. The second showdown is when it comes to geopolitics. I mean, this de-dollarization topic that folks like Luke Gromman are talking about for ages already, this is now really becoming mainstream. And therefore, we dedicated two big chapters to that topic also, to the topic of how important emerging markets nowadays are for the gold space. We've got a chapter on the crack up boom
Play episode from 06:11
Transcript


