#60: Leigh Goehring On The Coming Revolution In Asset Markets
Superinvestors and the Art of Worldly Wisdom
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The Impact of Carry Trade on Commodities
This chapter explores the concept of carry trade and its influence on the commodities market, particularly amidst low short-term interest rates. It highlights historical patterns of risk mispricing and draws parallels between past economic downturns and current market conditions, suggesting potential opportunities in natural resource equities. The discussion also covers key monetary policy shifts and their implications for future commodity prices, focusing on the correlations between gold and oil markets.
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