Rivkin: 'Alibaba Rally' Shows China Still in the Game

The video discusses the current market dispersion and the role of active management in low growth environments. It highlights China's influence on the global market, particularly through the Alibaba rally, and explores gold as an investment strategy amidst currency fluctuations. The video also examines trends in the gold market, noting potential crowding, and considers the possibility of a global economic recovery, which could challenge current investment strategies.

What concerns does the speaker express about the gold market?

What factors could lead to Stanley Druckenmiller being wrong in his investment strategy?