Updating the China-Based Gold Play

Published on
October 23rd, 2019
15 minutes

Updating the China-Based Gold Play

Trade Ideas ·
Featuring Alexander Campbell

Published on: October 23rd, 2019 • Duration: 15 minutes

Alexander Campbell, founder of Black Snow Capital, returns to Real Vision to review his bullish outlook for gold and to update his options trade on $GLD. He updates his bearish thesis for China, notes the mounting pressures facing their banking system, and discusses why gold should continue to outperform when denominated in Chinese renminbi. Campbell also presents a hedge trade - shorting bonds through options for a more sophisticated degree of insurance. Filmed on October 22, 2019.