Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interview

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 20 September 2019

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

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Summary

Honte Investments’ hedge fund manager Alex Gurevich was so intrigued by Erik’s interview with Grant Williams that he wanted to add a few thoughts of his own…. Link: http://bit.ly/2kuLbtG

Transcript

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0:00.0	This is a special edition of Macrovoises with hedge fund manager Eric Townsend.
0:14.2	The premier financial podcast targeting professional finance, high net worth individuals, family
0:19.8	offices, and other sophisticated investors.
0:23.0	Now for this special edition of Macrovoises, here's hedge fund manager Eric Townsend.
0:30.2	Macrovoises Hot Topics episode number three was recorded on September 16th, 2019.
0:37.0	The backstory for today's Hot Topic.
0:39.6	Back on September 5th, we had a fantastic interview on our Thursday night podcast with Grant Williams.
0:45.9	We're among other things I lamented about the fact that I had been wrong, thinking that the US dollar was going to appreciate.
0:53.6	And I got that call right.
0:55.2	I thought it would be a headwind for gold.
0:58.7	And needless to say, the market has proven me wrong.
1:01.7	When Alex Garevich, our friend the hedge fund manager from San Francisco, heard that interview with Grant Williams.
1:08.2	He started tweeting, I've got something to say on the topic.
1:11.7	So without further ado, let's go right to Alex Garevich.
1:15.6	Alex, let's dive right in.
1:17.9	When I discussed this with Grant, I had a view on gold that was proven wrong.
1:22.0	What was I missing?
1:23.8	Okay, good to be back here.
1:26.2	First and foremost, I want to say that of course, if anyone listening to this should have first listened to the
1:32.0	excellent interview with Grant Williams.
1:34.0	And the whole reason is because it was good, it engaged my thinking on many areas.
1:39.6	But one area what I would like to zoom in is the conversation regarding the correlation between gold and dollar.
	...

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