The Market Huddle cover image

Art of War Meets Art of The Deal (Guest: Peter Bookvar)

The Market Huddle

CHAPTER

Navigating Gold and Bonds

This chapter explores the intricate relationship between gold trading and U.S. bonds, particularly as China's economic concerns may lead to a pivot towards gold. It examines the implications of declining commodity prices, especially crude oil, in the context of inflation and deflation expectations. The discussion also highlights diverse investment strategies and trading perspectives, focusing on the evolving market dynamics and the potential for a bull market in commodities.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner