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Real Vision: Finance & Investing
Is Gold ready to shine?
Nov 29, 2023
Edward Snowden, Benedict Evans, and Balaji Srinivasan discuss the recent movements in the treasury bond market, the potential decline of the dollar, and the bullish sentiment surrounding gold. They also highlight the importance of being prepared for 2024 and diversifying into asset classes that would benefit from a weakening dollar.
38:16
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Quick takeaways
- Dale Pinkert anticipates declines in various markets, including TLT, and sees the potential for another wave that could take TLT up to 96 and possibly even 102.
- Dale Pinkert suggests that the recent rally in the US dollar is a bear market rally and anticipates a potential rebound to around 105, potentially putting pressure on stocks and negatively impacting fang stocks.
Deep dives
TLT and Treasuries: A Potential Bear Market Rally
After a 10 point rally in TLT, Dale Pinkert suggests that the completion of the first wave may be approaching. He advises remaining patient and waiting for market levels to come to them, rather than chasing the market. He anticipates declines in various markets, including TLT, and sees the potential for another wave that could take TLT up to 96 and possibly even 102.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode