MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
Macro Voices
The Potential Rise of Gold Prices
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.
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