Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot
Macro Mondays
Analysis Over Opinion
The speaker emphasizes that the analysis provided is not an opinion but an objective assessment. The speaker clarifies that the analysis is not anti-Israel and stresses that there is no bias against the state of Israel. The short-term outlook in the portfolio is seen as interesting, with a positive sentiment towards the commodity space due to reflation pressure, demand increase in manufacturing, and controlled supply dynamics in the Middle East. The speaker notes Russia's bold actions in the OPEC-plus group and mentions being content with the current situation in the Middle East. Overall, the strategy remains focused on leaning towards the commodities space, with a recent addition of a position in silver.
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