Airguide’s Langford Is Bullish Gold, Bearish Oil

The video discusses the impact of the trade war on China's market strategy, highlighting its ability to hold higher inventories and step back from markets. It explores gold's role as a safe haven investment, with increased long positions and record-high ETF holdings. The video advises on maintaining cash holdings and a US dollar strategy, given its strong performance. It also analyzes global currency trends, noting central banks' actions and the need for government stimulus to encourage private investment.

What factors are contributing to the uncertainty in the trade market?

How has China's inventory situation changed compared to previous years?

What are the implications of the current gold market trends for investors?

What is the current strategy recommended for fund managers regarding the U.S. dollar?

What role does government stimulus play in encouraging private investment according to the text?