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Wrong Answer to the Right Question (guests: Russell Clark, Cem Karsan)

The Market Huddle

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The Pro-Leba Inflationary Type of Trade

When central bankers of the world wake up and realize that inflation isn't trinked, I don't think gold is going to do very well. Alternatively, the central banks get a phone call from a desperate regional bank saying, guys, you need to get this curve back,. Can you just cut rates? They might have come to that. In that case, I see gold going through the roof. What we've seen over the last week or so, which has been very encouraging, is that when the bond market is signaled that they're going to be dovish, gold has ramped up. And then when they sort of sell, they're not going to be said dov

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