Macro & Volatility™ #24: Certain things are true... for now!

About this episode

The episode discusses the current market sentiment, volatility, and the performance of various assets including gold amidst global economic conditions.

Risk-on sentiment is reinforced by accelerated global earnings Markets go up... volatility goes up The Magnificents’ P/E-to-expected growth is favorable — not true for the Everything Else Cross-asset correlations are already historically high — a short hop to “1” Gold is expected to move higher, driven by global populist monetary and fiscal stimulus

People in this episode

Hosts: Josh Silva, Michael Purves

Topics covered

• risk-on sentiment
• global earnings
• volatility
• P/E-to-expected growth
• cross-asset correlations
• gold
• monetary stimulus

Keywords

• risk-on sentiment
• global earnings
• volatility
• P/E ratio
• cross-asset correlations
• gold
• monetary stimulus

Mentioned in this episode

Organizations: The Magnificents, Gold

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