Send us a text In this episode of Insights Over Coffee, host Sahhar Saleh is joined by Guner Turkmen, CEO of Lake Geneva Investment Partners, and Peter Mezzomo, a Portfolio Manager at Lake Geneva Investment Partners, to unpack the recent rally in gold and its evolving role in global markets. The conversation explores gold’s growing correlation with equities and risk assets, the factors driving central bank demand, and the behavioral dynamics fueling speculative buying. The discussion al...
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Send us a text In this episode of Insights Over Coffee, host Sahhar Saleh is joined by Guner Turkmen, CEO of Lake Geneva Investment Partners, and Peter Mezzomo, a Portfolio Manager at Lake Geneva Investment Partners, to unpack the recent rally in gold and its evolving role in global markets. The conversation explores gold’s growing correlation with equities and risk assets, the factors driving central bank demand, and the behavioral dynamics fueling speculative buying. The discussion al...
How Global Bonds are Rewriting the Rules of the Market
Insights Over Coffee
21 minutes
1 month ago
How Global Bonds are Rewriting the Rules of the Market
Send us a text In this episode of Insights Over Coffee, host Sahhar Saleh and guest Ilias El Bahraoui delve into the complexities of global yield curves, the pressures facing the Federal Reserve, and the implications of fiscal deficits. They discuss the current state of rate markets, the challenges posed by various global economies, and the role of the Bank of Japan in shaping market dynamics. The conversation also touches on credit spreads, market risks, and the potential for future economic...
Insights Over Coffee
Send us a text In this episode of Insights Over Coffee, host Sahhar Saleh is joined by Guner Turkmen, CEO of Lake Geneva Investment Partners, and Peter Mezzomo, a Portfolio Manager at Lake Geneva Investment Partners, to unpack the recent rally in gold and its evolving role in global markets. The conversation explores gold’s growing correlation with equities and risk assets, the factors driving central bank demand, and the behavioral dynamics fueling speculative buying. The discussion al...
