Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: In today's commodities focused podcast we discuss the recent rise in oil prices driven by what we would categorize as artificial tightness and what it means for the oil industry but also the economy. Our nuclear power equity theme basket was the performance winner August and today we discuss the underlying drivers for uranium and the nuclear power industry, and finally we touch on gold and silver on which we are patiently bullish given our stagflation call, with Peter Garnry and Ole S. Hansen.
Listen to today’s podcast
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