Linked trade ideas span 18 sources.
Bullish: Gold is part of a crisis protection program that provides counter-cyclical portfolio insurance alongside TIPS and long volatility exposure Bearish: Shift from central bank money creation to private sector credit creation reduces debasement trade appeal for gold and crypto.
“We have a sub portfolio that's called our crisis protection program... it basically looks for value in tips and gold.”
Resolve Riffs Investment Podcast — Aahan Menon: Systematic Macro in a Shifting Economy: Signals Over Stories
Forward Guidance
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Odd Lots
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1000X
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Bankless
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