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Macro Mondays

Macro Mondays #73 - What the f*ck is happening to Bonds?

Nov 4, 2024
As the election approaches, the bond market's turmoil takes center stage, especially after a disappointing jobs report. The hosts share humorous anecdotes about a squirrel named Peanut while tackling serious political trends. They dissect the implications of shifting central bank policies on economic stability and inflation. Additionally, China's looming fiscal stimulus raises questions about its effectiveness amid rising local debts. The discussion also touches on trading strategies and the enduring value of gold and silver as secure investments.
41:51

Podcast summary created with Snipd AI

Quick takeaways

  • Monetary Metals provides an innovative solution for investors to earn yields on precious metals, addressing the traditional drawbacks of stagnant investments.
  • The podcast highlights the increasing complexity of the Chinese market, where even minor announcements can lead to significant shifts in trader sentiment.

Deep dives

Monetary Metals' Investment Opportunity

Owning gold and silver can serve as a hedge against inflation, but traditionally, these assets do not yield any return, often only incurring storage costs. However, with the introduction of Monetary Metals, investors have the opportunity to make their physical metals work for them. The platform enables gold and silver owners to earn yields expressed in physical ounces, offering returns of up to 5% in the Precious Metals program and 12% for accredited investors in current offerings. This innovative approach allows for the compounding of metal holdings over time, addressing the downside of stagnant investments in precious metals.

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