Macro Voices cover image

MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more

Macro Voices

00:00

The Gold Market Is Up 20% From Where It Bottomed in October

Gold is up fully 20% from where it bottomed in the beginning of November. What's driving the move higher and is it set to continue? Well, I'm not a gold specialist, but the only thing you always worked with gold is real interest rates. In other words, we don't need to go to 3,600 and then go up to 2,500 or something like that. Markets should be discounting all of this news early in the year, which he says they are doing right now.

Play episode from 41:23
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app