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Investing Beyond Geopolitics
episode icon Macro Voices
MacroVoices #404 David Rosenberg: The Bond Bullion Barbell
MacroVoices Erik Townsend and Patrick Ceresna welcom... more
Nov 30 2023 1h 2m
Investing Beyond Geopolitics
Chapter 1 9 mins
Bearish Stock Market and Inflation Outlook
Chapter 2 10 mins
Declining Inflation's Impact on Markets
Chapter 3 12 mins
Geopolitical Impacts and Investment Themes
Chapter 4 13 mins
Global Demand Weakens for Commodities
Chapter 5 8 mins
Discussion on Market Outlook
Chapter 6 8 mins
US Dollar, Gold, Analysis, Portfolio Hedging
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