Standard Chartered Is 'Very Constructive' on Gold, Robertsen Says

The video discusses hedge funds' reduced exposure to the US market despite the S&P 500's rise. It explores the impact of economic data on risk assets and the potential for gold as a safe haven. The discussion also covers the US dollar's valuation and its implications for currency markets, highlighting the need for interest rate normalization.

What factors have contributed to the low exposure of hedge funds to the US market since 2013?

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How has the economic data released this year influenced investor sentiment regarding risk assets?

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What is the significance of real or inflation-adjusted yields in relation to gold prices?

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Discuss the relationship between the dollar and gold prices as mentioned in the text.

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What are the implications of the dollar being overvalued according to the discussion?

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