Competition Between Gold and Government Bonds Amidst Uncertainty

Conflict in the Middle East is dominating the news this week. Today on the show, we’re looking at three markets that traditionally respond to disruption: oil, the yen and gold. Also, we go long training for marathons and short the next 10 years for private equity. 

For a free 90-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer

Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X, formerly Twitter. You can email Ethan at ethan.wu@ft.com.

Read a transcript of this episode on FT.com

Hosted on Acast. See acast.com/privacy for more information.