MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?
Macro Voices
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Understanding Market Excesses and Precious Metals Trends
This chapter explores the excesses in financial markets, highlighting key perspectives from seasoned investors. The discussion focuses on the performance of gold and its implications amidst a backdrop of negative real yields, pondering whether current trends signal a lasting change in market dynamics.
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