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1st: Happy Holidays to all.
In this clip, Marc indicates among other things that:
1- Commodities are grossly undervalued in real terms
2- Short US treasuries massively
3- "Tailwind" for precious metals and inflation for the long run
4- In Asia stocks are relatively cheap (Japan is back at 1981 level)
5- Stay diversified
In this clip, Marc indicates among other things that:
1- Commodities are grossly undervalued in real terms
2- Short US treasuries massively
3- "Tailwind" for precious metals and inflation for the long run
4- In Asia stocks are relatively cheap (Japan is back at 1981 level)
5- Stay diversified
Runtime: 8min.10sec.