This podcast episode explores the business cycle, global industrial growth, and the potential impact of China's recovery from COVID on the global economy. The speakers discuss the challenges of trading secular inflation, the enduring indicators of inflation and growth, and the rising inflation expectations. They also touch on the behavior of the gold market, the increasing political pressure faced by central banks, and the significance of monitoring future inflation gauges. The section concludes with insights into various market trends, including the copper and uranium markets, as well as the 10-year treasury note.
