Episode 189
Benoit Gervais – Inflation, Politics, and AI: What it Means for Commodities
June 20, 202426m 55s
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Show Notes
What has been causing the surprising upward trend in gold prices despite rising real rates? On this episode, Benoit Gervais, Portfolio Manager and Head of Mackenzie Resource Team, explores how the demand for gold has been shifting from the Western world to Asia. Benoit also discusses the factors influencing commodity trends such as politics, the energy transition, and AI’s impact on today’s market.
This episode was recorded on June 14, 2024.