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Macro Voices
MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More
Apr 25, 2024
01:04:44
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Founder and CIO of Honte Investments, Alex Gurevich, discusses inflation, real rates impact on the economy, precious metals, currencies, trading strategies, risk management, energy markets, geopolitical impacts, and Uranium prices in an insightful and informative conversation.
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Quick takeaways
- Real rates impact economy with policy lag, reevaluation needed for deflation view.
- Gold price complexity involves mining costs, central banks, and currency dynamics.
Deep dives
Alex Garaveitch's View on Inflation and Deflation
Alex Garaveitch discusses his view on inflation and deflation, highlighting the impact of policy lag on real rates and the economy. He emphasizes that while his core view remains deflationary, challenges to his perspective are increasing, requiring a reevaluation of timelines. Garaveitch observes a discrepancy between top-down and bottom-up economic data, indicating disagreements among analysts regarding economic health and inflationary trends.
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