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

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

    FromMacro Sunday

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

    FromMacro Sunday

    ratings:
    Length:
    59 minutes
    Released:
    Dec 10, 2023
    Format:
    Podcast episode

    Description

    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 FundsOn 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 researchHosts: Andreas Steno and Emil MollerGuest: Ronnie Stoferle of Incrementum Funds
    Released:
    Dec 10, 2023
    Format:
    Podcast episode

    Titles in the series (47)

    Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content.We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the worldThe podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context)  Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe