Episode Details
| Title | Navigating 2025: Why investors need to diversify and hedge their portfolios |
|---|---|
| Date | 1/8/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $GOLD - Bullish outlook on gold due to strong central bank demand, which is expected to drive further price increases.
- “We've been quite constructive on gold. Central bank demand for gold in particular remains strong and should drive further upside to gold prices.” - Christian (19:42)
- 🟢 $USD - 🔒
- 🟢 $BONDS - 🔒
- 🟢 $PE - 🔒
- 🟢 $HEDGEFUNDS - 🔒
Bearish:
- 🔻 $MAGNIFICENT7 - 🔒
- 🔻 $CREDIT - 🔒