Macro Mondays
Macro Mondays
Andreas Steno Larsen and Mikkel Rosenvold
#27 - There is no fever like gold fever - Guest: Ronnie Stoeferle
59 minutes Posted Dec 9, 2023 at 11:00 pm.
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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.

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Hosts: Andreas Steno and Emil Moller

Guest: Ronnie Stoferle of Incrementum Funds