Episode Details
| Title | On the Margin: The Bull Market Will Continue Into 2025 As Liquidity Heads Higher | Michael Howell |
|---|---|
| Date | 8/28/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $GLD - Gold is expected to continue appreciating due to its role as a monetary inflation hedge, supported by current debt dynamics and central bank policies.
- “Gold is at pretty much an all time high, and it's gonna go higher.” - Michael (36:38)
- 🟢 $BTC - 🔒
- 🟢 $EM - 🔒
- 🟢 $COMMODITIES - 🔒
- 🟢 $EQUITIES - 🔒
Bearish:
- 🔻 $USD - 🔒
- 🔻 $TREASURYYIELDS - 🔒