Credit spreads widening akin to 2008, potential impact on gold due to competition from Bitcoin as digital gold; highlighting the risk of deflationary pulse and credit event, exacerbated by avoid and pray dynamics in credit markets.
MacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates and markets are headed from here, precious metals, and much more. https://bit.ly/3wthEFq