Unhedged Three markets we’re watching
Oct 10, 2023
This podcast explores the impact of the Middle East conflict on the global economy, focusing on oil, gold, and the Japanese yen. They discuss the immediate effect of conflicts on oil prices, the role of the yen as a haven trade, and the competition between gold and government bonds. They also touch on running a half marathon and predicting private equity returns.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Impact of Geopolitical Shocks on Markets and Uncertainty Around Oil Supply Disruption
01:36 • 4min
Global Market Implications and the Role of the Yen
05:50 • 8min
Competition Between Gold and Government Bonds Amidst Uncertainty
13:42 • 2min
Running a Half Marathon and Predicting Private Equity Returns
15:36 • 3min