Today I watched another seminar about global macros. A few things are going on in the world right now, as you know, so I'm trying to keep up with everything. I'll let you know if there are any highlights. Well, that conference was pretty intense. I'll show you some of the charts we're looking at, and as you can see, they're pretty in-depth with a lot of variables. In the end, the breakdown of the conference was that commodities are the best performing asset right now. There is no surprise there, but that's not always good news because of the variables in place of why commodities like oil are going up so high. The second item that kind of intrigued me was the question, "what is gold?" People always used to consider it a store of value and a hedge against inflation. It hasn't really been those things; he says it's still a store of value to him and a hedge against inflation. Then also he said that bitcoin has also met that need over time which was kind of neat to hear. Thirdly he talked about a bond yield curve, I feel you're going to hear more people talking about this, and it is not a good sign. So, what is going to happen if the bond yield inverse curve happens? There was a lot of in-depth information. I'll try to break it down some more in other videos, but it's always good to learn. If you want to review your portfolio and if you have any questions, you can contact me. If you enjoy this content, please consider like share and subscribe.
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