Navigating Commodities and Market Sentiments

This chapter examines the current landscape of commodities, focusing on an underweight stance towards oil and the emotional challenges traders face in adhering to models amidst market volatility. The speakers analyze the multifaceted influence of OPEC, geopolitical tensions, and sanctions on oil prices, while contrasting their views on oil with a more bullish outlook on gold and Bitcoin. Additionally, they explore Bitcoin's emerging role as a store of value and its potential in facilitating cross-border wealth transfers.