4min chapter

Hedgeye Podcasts cover image

Ep.104 Real Conversations: Alternative Investments with Anthony Zhang, Cormac Kinney & Artem Milinchuk

Hedgeye Podcasts

CHAPTER

The Volatility of Gold

Diamonds have been left alone for decades as a large, in part of that time, monopoly provided commodity. But like gold, the job of a hard asset is not to create yield; it's to create stability and hedge against inflation. And what we look at is what happened when gold was financialized: It corresponded with about a 5X increase in the price of gold. The correlation may not go up until that position building period is over but we think there could be a very, very significant price impact.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode