Gold Price and the Commodity Market
Panic with Friends - Howard Lindzon
My good friend and fishing buddy Lewis Johnson of Ca...
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Aug 10 2023 42m
Chapter 1 7 mins
IntroChapter 2 1 min
Welcome back LewisChapter 3 3 mins
Heading into Summer 2023Chapter 4 4 mins
Overstaying leadershipChapter 5 59 sec
Tech theme bleeding out?Chapter 6 1 min
Looking at past crisesChapter 7 2 mins
Quiet rise of goldChapter 8 1 min
Recent trendsChapter 9 2 mins
Exposure to precious metalsChapter 10 1 min
Number one driver of long-term returnsChapter 11 1 min
FED raise until it breaksChapter 12 1 min
Can banks profitably lend?Chapter 13 2 mins
Tech driven / consumer discretionary marketChapter 14 1 min
Limit exposure to last cycle leadersChapter 15 31 sec
A bull market in commodities?Chapter 16 4 mins
Wrapping upChapter 17 2 mins
Outro