Global Macro Update Archive, April 2024

How to Build a Great Macro Portfolio
  • April 19, 2024

How to Build a Great Macro Portfolio

Gold has continued to reach new highs since I wrote about it a couple of weeks ago. Demand isn’t coming from individual investors. It’s coming from central banks, particularly China’s.

Nick Glinsman, my guest today on Global Macro Update, adds a twist.

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