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GM42: What's Coming for Oil, Gas, Gold & Metals ft. Adam Rozencwajg

Top Traders Unplugged

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The Cycle Bottom for Gold

Inflation puts the Fed in a bit of a box and that Fed put becomes weaker. The dollar gold tends to have significantly more volatility during periods like that, but it does still remain tend to be very bullish, just at a different distribution. We actually called for again six to nine months ago the actual oil energy being the way to play energy, but the call, buying the call essentially in gold being the wayto play gold,. It's a different way to play the distribution. That's very much what we've seen, we've started to see oil, oil, vol go down just from a vol perspective while we've starting to see precious metal commodity, those types of commodity vol go

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