Part 6/10:
Mike Green then delved into passive capital flows, emphasizing whether recent exuberance, particularly in levered ETFs, could continue into the future. He noted a shift away from small-cap stocks and highlighted ongoing transitions in the market landscape.
Precious Metals and Inflation Protection
Andy Scheckman discussed the significant demand for precious metals, pointing to a potential default that could spike interest in gold and silver as safe-haven assets. His remarks indicated a growing concern regarding the depletion of resources in bullion markets, underscoring the urgency of monitoring these trends.