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Macro Mondays

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

59 min • 9 december 2023

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

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