Credit Suisse's Xu: Play Long Gold as Real Yields Peak

The video discusses the inverse relationship between real yields and investments in tech and gold, suggesting gold as a better option during peak real yields. It examines inflation's impact on derivative strategies, highlighting the Fed's aggressive stance on curbing inflation and its effects on bond ETFs. The video also analyzes the recent market rally, noting the lack of bearish bets and significant deleveraging in the derivatives market.

What are the two traditional investment options discussed in relation to real yields?

How does the speaker view the relationship between tech stocks and rising recession risk?

What strategies does the speaker suggest for playing inflation in the market?

What is the speaker's opinion on the Fed's potential pivot regarding inflation?

What does the speaker imply about the current market rally's conviction?