EPISODE · Apr 19, 2024 · 56 MIN
How to Build a Great Macro Portfolio
from Global Macro Update
Gold keeps reaching new highs with demand coming from central banks, particularly China's. Renowned macro portfolio manager Nick Glinsman discusses his preferred method for holding gold, the bifurcation of global commodity markets, and one of his top oil plays.
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How to Build a Great Macro Portfolio
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This episode is 56 minutes long.
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This episode was published on April 19, 2024.
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