Founders Sunday Podcast

Goldman's 2022 Outlook Report and Gold Target

Sunday the Founders group had a lengthy discussion on Goldman Sachs’ Gold 2022 Outlook Report which included detailed price target time frames.

We also discussed at length how these reports directly affect markets including what to look for in order-flow

https://us02web.zoom.us/rec/share/XxksBhoCUkvQ46GHHBQaKO5pMTHxIPTAvs6EQtJ_O4u2qHPrDrUV96hFTz9SPRtP.XfgaxETJbGsyFb4i?startTime=1643573223000

Report Highlights

1. In 2021, gold was hurt by strong US and weak EMs

2. Get long gold on weaker US growth and resilient EMs

3. Gold rallies during rate hikes

4. Gold is a risk-off inflation hedge, bitcoin a risk-on inflation hedge

5. Recession risk a key barometer for investors’ gold preference