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EssentialThe Essential Conversation

Cecchini: "It's a Mad World"

Featuring Peter Cecchini

Aug 18, 2020 • 43 minutes

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Essential

The Essential Conversation

Cecchini: "It's a Mad World"

Peter Cecchini joins Ed Harrison to examine the state of global macro that leads into a discussion of the recent precious metals bull market.

Featuring Peter Cecchini

Aug 18, 2020 • 43 minutes

Peter Cecchini, founder of AlphaOmega Advisors, LLC, joins Real Vision managing editor, Ed Harrison, to examine the state of global macro that leads into a discussion of the recent precious metals bull market. Cecchini and Harrion break down the lack of efficacy low-interest rates have in stimulating the economy and the knock-on effect that environment is having on gold and silver. Looking at the relationship between small-cap and large-cap equities, interest rates, and the political environment, Cecchini presents his view that these factors all combine to drive precious metals markets. He also explains why his constructive view on gold is not based on the belief that the U.S. Dollar will collapse, but rather that gold serves as a substitute for US Treasurys – especially as rates approach the zero bound. Cecchini also shares his thoughts on gold and silver alternatives like platinum, palladium, and bitcoin. Filmed on August 13, 2020. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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