Benoit Gervais – Inflation, Politics, and AI: What it Means for Commodities
The Invested
English - June 20, 2024 15:45 - 26 minutes - 37 MB - ★★★★★ - 1 ratingInvesting Business Management Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Dustin Reid – Market Reactions to CPI Report and Fed Decision
Next Episode: Inside Active ETFs: What’s Behind the Growth in Canada?
What has been causing the surprising upward trend in gold prices despite rising real rates? On this episode, Benoit Gervais, Portfolio Manager and Head of Mackenzie Resource Team, explores how the demand for gold has been shifting from the Western world to Asia. Benoit also discusses the factors influencing commodity trends such as politics, the energy transition, and AI’s impact on today’s market.
This episode was recorded on June 14, 2024.