Macro Mondays Macro Mondays #62 - Shelter, liquidity & is it time to buy again?
5 snips
Aug 19, 2024 Bob Elliott from Unlimited Funds joins to dissect the current economic climate as concerns mount over liquidity and inflation, particularly in the housing sector. They delve into how recent CPI data is shaping inflation trends and what it means for market strategies. The conversation also highlights the strategic role of gold in investment portfolios during uncertain times. Finally, they explore dollar-yen dynamics and their implications for commodities, especially with rising skepticism about market strength amidst varying economic signals.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Inflation Insights and Rate Dynamics
03:04 • 14min
Gold: A Strategic Asset in Investment Portfolios
17:23 • 11min
Macroeconomic Insights: Growth and Liquidity Trends
27:54 • 6min
Dynamics of Dollar-Yen and Commodity Markets
34:21 • 5min
Insights on Oil Demand and Upcoming Crypto Event
39:36 • 2min