Strategic Intelligence's Rickards Says Macron Will Win

The transcript discusses the surprising stability of gold prices despite political events like the French election. It highlights predictions about the Fed's actions, including raising interest rates and normalizing the balance sheet, and their potential impact on gold and the economy. The debate on the Fed's balance sheet strategy is explored, with differing opinions on its effects. The global implications of the Fed's policies, particularly on Asian markets and corporate debt, are also examined.

What concerns does the speaker express about the dollar's strength in relation to emerging markets?

How does the speaker assess the models used by the ADB regarding the Fed's path?