Macro Sunday

#27 - There is no fever like gold fever - Guest: Ronnie Stoeferle

December 10, 2023 Andreas Steno Larsen
#27 - There is no fever like gold fever - Guest: Ronnie Stoeferle
Macro Sunday
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Macro Sunday
#27 - There is no fever like gold fever - Guest: Ronnie Stoeferle
Dec 10, 2023
Andreas Steno Larsen

Gold has been rallying hard alongside bonds in October and November, but who are the buyers? Retail or central banks? We discuss the Gold outlook with the author of In Gold We Trust, Ronnie Stoeferle of Incrementum Funds

On top of that, we discuss the situation in Guyana and the ramifications for our suffering oil longs.

Find out more at www.stenoresearch.com - always 14 days free trial access to our research

Hosts: Andreas Steno and Emil Moller

Guest: Ronnie Stoferle of Incrementum Funds

Show Notes

Gold has been rallying hard alongside bonds in October and November, but who are the buyers? Retail or central banks? We discuss the Gold outlook with the author of In Gold We Trust, Ronnie Stoeferle of Incrementum Funds

On top of that, we discuss the situation in Guyana and the ramifications for our suffering oil longs.

Find out more at www.stenoresearch.com - always 14 days free trial access to our research

Hosts: Andreas Steno and Emil Moller

Guest: Ronnie Stoferle of Incrementum Funds