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Transcript
Chapters
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The Post-Covid Macro Paradigm
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Rethinking the Old “Rules”
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Gold: The Ultimate Asset for the New Paradigm
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Why Gold and Not Bonds?
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What are Possible Scenarios for Policy Normalization?
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What Comes First, the Fed Buying Equities or NIRP?
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Market Positioning: Still a Lot of Cash on the Sidelines
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Making Sense of Cross Asset Vol
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Do You Buy the Reflation Narrative?
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Cross Asset Correlations: Is it All the Same Trade?
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Comparing Reopenings and Regional Outlooks
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Thoughts on European Fiscal Union and Long-term European Outlook
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Are U.S. Multinationals Part of this View?
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Summary and Takeaways