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MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022

Macro Voices

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Commodities

The bluomber commodity indexis up 33 % yet to date. I think there's still a very, very strong case to be made for commodities. If i talk to to institutional players about their commodity elocation, it's basically not ting. Most tell me, well, you know, this bull market is already over. And as i've said, we haven't seen any swing from large institutional players into the gold space and into the commodity space yet. On that note, let's move on to page 16 in the deck yo.

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