Talking Like Volcker, Channeling Burns (guests: Rob Arnott, Brent Kochuba)
The Market Huddle
00:00
Is There a Real Chance That Inflation Is Cooling?
I worry that the market will overread too much into one month, says Nolte. Oil broke to a lower low but energy stocks continue to set up quite bullishly. Gold has been behaving like a cross currency and forget about it when you overlay it with other currencies such as pound sterling or yen. I'm not saying the bottom of gold isn't in sight; i'm just asking if your call on the dollars is right? Then we'll see what happens.
Play episode from 02:21:13
Transcript
