MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing
Macro Voices
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The Impact of Monetary Policy on Commodity Prices
This chapter explores the connection between interest rates and commodity prices, highlighting historical periods of depressed commodity prices and their correlation with changes in monetary policy regime. The speakers discuss the role of loose monetary policy in fueling financial speculation and the impact of low interest rates on speculation. They also provide insights into the historical context of US monetary policy and its effects on commodity markets.
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