Bipen Rai

Bipen Rai, Managing Director at BMO Global Asset Management, dives into the macroeconomic landscape and the role of gold in investment portfolios. He explains why gold is set to rally due to supply and demand dynamics, and discusses its potential as a bond alternative. Bipen also shares insights on the impact of recent Fed policies, the uncertainty in bond returns, and the attractiveness of sectors like healthcare and Canadian banks. He compares Bitcoin to gold, highlighting the latter's reliability as a store of value amid market volatility.