MacroVoices #433 David Rosenberg: Calling The FED’s Bluff
Macro Voices
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Market Analysis and Hedging Strategies
The chapter explores the significance of hedging portfolios in a low volatility financial market, discussing strategies such as buying insurance with the VIX at a 12 handle. The speakers delve into the US dollar strength, gold market analysis, crude oil comparison, uranium market outlook, and the US 10-year Treasury yield, providing insights into potential market trends and investment opportunities.
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