Christian Nolting

Global Chief Investment Officer Christian Nolting discusses the Fed's potential rate cuts, ECB rate cut expectations, and the impact of rising inflation on gold and copper prices. He predicts a positive outlook for industrial metals due to increased infrastructure demand.

The podcast discusses upcoming central bank meetings, potential changes in interest rates by the Bank of Japan, and inflation as a major topic for investors. It also touches on the impact of political events like elections on investment discussions, providing insights on factoring macro events into portfolios.