Relative Sentiment Investing with Ray Micaletti
Excess Returns
00:00
Do You Have a Gold Portfolio?
The first ranked region through time tends to outperform the last ranked region. So for example, so if US won't have sent in was 40%, developed a 60%. Then my US will be broken down into 40 and 60 very simply. What's nice about that though is at some point, international markets are likely to outperform US markets. And sure enough, when equity relative sentiment is bearish, which tends to lead to sideways or down equity markets, gold tends to do well. The combination of negative malinto mid-real rates in bearish dollar relative sentiment is very bullish for gold.
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