Unhedged

Gold just set a record. Why?

Dec 5, 2023
Explore the recent surge in gold prices, questioning the reasons behind it. Discuss the inverse relationship between real rates and gold prices. Examine the merits of gold as an investment. Explore the idea of owning physical gold as an asset and associated risks. Discuss backlash against ESG investing and skepticism towards it. Analyze the US job market and anticipate a decline in job creation.
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Relationship Between Real Rates and Gold Prices
01:56 • 7min
3
Is Gold a Good Investment?
09:02 • 4min
4
Owning Physical Gold as an Asset and Risks Associated with Storing It
13:25 • 2min
5
Backlash against ESG Investing and US Job Market Discussion
15:48 • 3min