This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
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Contenido proporcionado por Kerry Lutz. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Kerry Lutz o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Shining Bright or Fading Fast? The Future of Gold Stocks - Bob Hoye #6121
MP3•Episodio en casa
Manage episode 433317594 series 1401217
Contenido proporcionado por Kerry Lutz. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Kerry Lutz o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Kerry Lutz and Bob Hoye discussed the current state of the gold market and its investment potential, exploring the impact of inflation, mining costs, and the real price of gold on the profitability of gold mining companies. They expressed optimism about the performance of gold stocks relative to the S&P in the near future, particularly in the context of a potentially challenging economic environment. Another speaker discussed the potential entry of new players in the equity fund market into gold stocks, emphasizing the attractiveness of junior exploration bets. The speakers also analyzed the potential repercussions of debt on the global economy and the implications of Fed cuts, emphasizing the importance of liquidity in investment portfolios. They offered valuable advice on corporate bond investments and shared insights on the seasonal trends of the stock market, providing a comprehensive overview of key considerations for investors in navigating the current financial landscape. Find Kerry here: FSN and here: inflation.cafe
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1815 episodios
MP3•Episodio en casa
Manage episode 433317594 series 1401217
Contenido proporcionado por Kerry Lutz. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Kerry Lutz o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Kerry Lutz and Bob Hoye discussed the current state of the gold market and its investment potential, exploring the impact of inflation, mining costs, and the real price of gold on the profitability of gold mining companies. They expressed optimism about the performance of gold stocks relative to the S&P in the near future, particularly in the context of a potentially challenging economic environment. Another speaker discussed the potential entry of new players in the equity fund market into gold stocks, emphasizing the attractiveness of junior exploration bets. The speakers also analyzed the potential repercussions of debt on the global economy and the implications of Fed cuts, emphasizing the importance of liquidity in investment portfolios. They offered valuable advice on corporate bond investments and shared insights on the seasonal trends of the stock market, providing a comprehensive overview of key considerations for investors in navigating the current financial landscape. Find Kerry here: FSN and here: inflation.cafe
…
continue reading
1815 episodios
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