Goldman's Currie Says 'We Still Really Like Gold'

The video discusses the continued preference for gold due to economic stimulus effects, highlighting the recovery in construction and manufacturing sectors globally. It examines China's focus on infrastructure and CapEx commodities, noting opportunities in copper markets and risks related to exports to China. The video concludes with a discussion on the global demand for capital goods, referencing UK trends.

What is the significance of CapEx commodities in the current market?

What risks are associated with CapEx commodities according to the text?