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13min chapter
Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact
Forward Guidance
The Shift Away from the Dollar: Influences on Gold Prices
This chapter discusses the factors influencing the rise in gold prices, focusing on the shift away from the US dollar by foreign central banks and currency reserve managers. The speakers question the traditional reasons for gold rallies and highlight the impact of the move away from the dollar. They also touch on the limited market impact of geopolitical conflicts and the importance of understanding the messy nature of the current geopolitical landscape.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode