MI235: Investing in Uncertain Times w/ Louis Gave
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Performance of Gold This Year Is Disappointing, Right?
Gold has done fine in pretty much every currency except the US dollar. The main explanation for this is that we now live in a world where most of the physical demand for gold comes from emerging markets. As it becomes clearer that emerging markets are coming out of this current crisis ahead, as we start a new bull market and emerging markets, we'll probably start a bull market on gold," he says.
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