This chapter explores the factors driving the popularity of gold in portfolios, including geopolitical risks and the search for value. It discusses the potential breakout of gold in the market and its implications, such as lower real interest rates and Federal Reserve rate cuts. The conversation concludes with a discussion on the potential rise in gold prices and the driving forces behind it.
MacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs. Hard Landing, sustainability of U.S. Debt, geopolitics, precious metals and more. https://bit.ly/4b5mOY3