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Gold's Performance in an Inflationary Environment
Exploring the potential of gold in an inflationary setting, the chapter analyzes historical trends, contrasting views in the gold community, and the macroeconomic outlook. The discussion covers changing correlations in post-2021 macro assets, influenced by rising interest rates and high debt levels. Emphasis is placed on market trends, inflation's impact on asset classes, and the prediction of a commodities rally led by gold if market conditions align.