
RiskReversal Pod
Gold, Bonds and All That Jazz with Lauren Goodwin
Oct 4, 2024
Lauren Goodwin, Chief Market Strategist at New York Life Investments, dives into the current market dynamics with hosts Guy Adami and Danny Moses. With a rich background in economics, she shares insights on the growing demand for energy in the age of AI and the complexities of inflation risks. The guests discuss the implications of a potential political shift in the U.S. and explore why commodities like gold and uranium are increasingly relevant. Goodwin also sheds light on strategic asset allocation in today's volatile environment.
52:21
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Quick takeaways
- Lauren Goodwin highlights how the intersection of AI advancements and energy demand is reshaping investment opportunities in commodities like uranium and natural gas.
- The podcast discusses the divergence between stock market performance and consumer confidence, indicating potential stagnation despite a strong labor market.
Deep dives
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