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...
All content for Insights Over Coffee is the property of Lake Geneva Investment Partners and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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...
The Day Japan’s Bond Market Woke Up What happens when one of the world’s most stable and overlooked markets suddenly starts moving? In this episode, we dive into the surprising shift in Japanese government bonds (JGBs), a market once known for silence, now making global headlines. From the Bank of Japan's evolving strategy to the ripple effects across global portfolios, we unpack why this quiet giant may no longer be so quiet, and why investors everywhere should be paying close attention. Thi...
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...
