
Risk Reversed
MRKT Matrix
00:00
The Commodity Sector Is Getting Back to Peak Inflation
Sally Kohn: You mentioned that commodities are crashing, but there's one commodity that you like. So walk us through a little bit of your view on the commodity sector in general. And then you're going to just make guy a happy man. He's going to talk about gold in a favorable way. She says it is all gets back to where we peak inflation and hard to know. But since the Ukraine war, it is all peaked. We in oil, Wall Street was calling for $200 a barrel. It turned out to be the peak. In general, we've been going down since then. What's happened is the opposite for gold. That's an important sort of
Transcript
Play full episode