📺 Behind Shorting The Bonds
From Macro EDGE Roundup recorded on 03/14/2024
In this short clip from Macro EDGE Roundup recorded on 03/14/2024 (available to EDGE members), Geoffrey Fouvry, our Economics Advisor, and I discuss the intricacies of financial markets, focusing on bond shorting and precious metals long.
We explore the impact of currency devaluation, inflation, and historical financial trends on these assets.
📺 In this episode
00:00 Introduction
01:23 Historical Context Of Bonds and Precious Metals
02:40 Return In Money Vs. Return In Commodities Explained
03:34 Return In Money and Inflation Impact
04:34 Currency Depreciation and Interest Rates Discussion
06:06 Commodity Prices During Economic Shifts
07:30 Food Priority In Economic Terms
07:57 Soft Commodities and Economic Sensitivity
08:12 Historical Economic Patterns and Commodity Prices
08:32 Food Inflation and Commodity Market Trends
08:55 Bond Market Timing and Economic Indicators
09:28 Credit Crisis and Monetary Dominance Analysis
10:49 Market Timing and Investment Strategies
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