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Macro Mondays

#27 - There is no fever like gold fever - Guest: Ronnie Stoeferle

59 min9 december 2023

Gold has been rallying hard alongside bonds in October and November, but who are the buyers? Retail or central banks? We discuss the Gold outlook with the author of In Gold We Trust, Ronnie Stoeferle of Incrementum Funds

On top of that, we discuss the situation in Guyana and the ramifications for our suffering oil longs.

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Hosts: Andreas Steno and Emil Moller

Guest: Ronnie Stoferle of Incrementum Funds

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Macro Mondays med Andreas Steno Larsen and Mikkel Rosenvold finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.