HG Research's Hans Goetti: US Recession Inevitable

The video discusses global economic conditions, focusing on China's reopening, US recession risks, and European economic challenges. It explores investment strategies, emphasizing US Treasury bonds and defensive equities. The impact of monetary policy on markets is analyzed, with a focus on potential pivots. The video concludes with a look at metals as future investment opportunities.

What factors could influence the performance of the dollar in relation to emerging markets?

What does the speaker suggest about the future of interest rates and their impact on the stock market?

How does the speaker perceive the current investment environment for metals like gold and silver?