Uncommon Market Trends
The recent rise of both the S&P 500 and gold, each up approximately 40%, presents a peculiar scenario that defies historical patterns. While some attribute this to concerns over fiscal deficits, the interplay of momentum and risk assets complicates the narrative. The discussion highlights the importance of diversified assets rising simultaneously, suggesting a broader "risk on" sentiment in the market.In this clip
From this podcast
Animal Spirits Podcast
The Cost of the American Dream (EP.384)
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