Housekeeping: The following is a detailed breakdown of a currency pair trade idea for a Bank’s institutional investors directly relevant to Gold that was published today. The video walkthrough will lay out what the bank’s idea is, their rationale, and the risks to it. Something to seriously think about for this year. We recommend nothing except to listen closely when you can or bookmark for future reference. Transcript attached.Topics/Timestamps
0:00— Intro: The Trade Idea
04:00— **The Gold Repricing
Gold vs Real Rates
Gold vs. Fed Policy
They Want the Gold
This is the Actual Reset
11:45— Swiss Franc Positioning
12:45— CHF Gold Hybrid Deconstructed
17:30— How Banks make recommendations
20:30— **Why Gold with CHF summarized
21:30— This is the good stuff
22:00— How we can play it if we want
23:30— QT/QE, Tactical comment
26:20— OPINION: **They are Intentionally Repricing Gold Higher (1x profanity)
