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Macro & Volatility™ #24: Certain things are true... for now!

Listen to this episode from Macro & Volatility™ on Spotify. Risk-on sentiment is reinforced by accelerated global earningsMarkets go up... volatility goes upThe Magnificents’ P/E-to-expected growth is favorable — not true for the Everything ElseCross-asset correlations are already historically high — a short hop to “1”Gold is expected to move higher, driven by global populist monetary and fiscal stimulus



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Macro & Volatility™ #24: Certain things are true... for now!

https://open.spotify.com/episode/5V70YUqNjfIVB5WbOqkkBv

Listen to this episode from Macro & Volatility™ on Spotify. Risk-on sentiment is reinforced by accelerated global earningsMarkets go up... volatility goes upThe Magnificents’ P/E-to-expected growth is favorable — not true for the Everything ElseCross-asset correlations are already historically high — a short hop to “1”Gold is expected to move higher, driven by global populist monetary and fiscal stimulus



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https://open.spotify.com/episode/5V70YUqNjfIVB5WbOqkkBv

Macro & Volatility™ #24: Certain things are true... for now!

Listen to this episode from Macro & Volatility™ on Spotify. Risk-on sentiment is reinforced by accelerated global earningsMarkets go up... volatility goes upThe Magnificents’ P/E-to-expected growth is favorable — not true for the Everything ElseCross-asset correlations are already historically high — a short hop to “1”Gold is expected to move higher, driven by global populist monetary and fiscal stimulus

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