Jeff Christian, Managing Partner at the CPM Group joins us to share his insights on the investment demand for bonds, gold and gold stocks.
It’s surprising to hear his more bullish take on bond investment demand considering the major drop in bonds and some of the recent weak auctions we have heard about.
On the investment demand for gold stocks Jeff outlines two factors that have hurt investors in the gold space. We discuss the issues precious metal funds have experienced with redemptions and if this could continue. We also tie in his insights on the investment demand in critical minerals.
Click here to visit the CPM Group website to follow along with Jeff’s market commentary.