
MacroVoices #297 Ole Hansen: Commodity Sector Outlook
Macro Voices
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The Real Inflation Hedge in This Environment
Gagan: As we come out of this pandemic, there will be increasing demand. The supply will be constrained by a number of logistic issues that will continue to exist for a long time. He says the real inflation hedge in this environment? Is it gold, or is it copper and other commodities? Gagan: We got finally, maybe the beginnings of a break out, but we're still below 18 30. And boy, copper is doing great.
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