Episode Details
| Title | Recession watch: How to hedge now |
|---|---|
| Date | 4/9/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $GOLD - Gold is expected to perform well in various economic scenarios, including potential recession. A specific price target of $3,300 per troy ounce by year-end is projected, even in a non-recession scenario.
- “Gold would do really well in all of those potential scenarios for a recession.” - Daan (2:44)
- “In the base case where The US economy stagnates but avoids a recession, we have gold rising another 10% by year end, $3,300 per per troy ounce.” - Daan (2:56)
- 🟢 $OILPUTS - 🔒
- 🟢 $COPPER - 🔒
Bearish:
- 🔻 $BRENTOIL - 🔒