Golden Equator's Preiss: Investors Focused on Valuations

The transcript discusses the current economic climate, focusing on market reactions, currency concerns, and the potential actions of the Federal Reserve. It highlights the impact of rising yields on global investors and the importance of valuations. The discussion also covers investment strategies, emphasizing opportunities outside the US, particularly in emerging markets and commodities. The transcript concludes with a focus on sustainability trends, suggesting platinum as a better investment than gold due to its role in clean energy.

What is the primary concern of global investors as yields rise?

• Inflation

• Currency fluctuations

• Valuations

• Interest rates

What might prevent the Federal Reserve from hiking rates rapidly in the future?

• Strong economic growth

• Lack of inflation targeting

• Sustainable deficits

• High inflation

Which investment is considered less attractive compared to equity income investing?

• Commodities

• Cryptocurrencies

• Fixed income

• Real estate

Which sector is recommended for global investors seeking better opportunities outside the US?

• US tech stocks

• Emerging market value stocks

• European small caps

• US small caps

Why is platinum considered a better investment than gold in the current market?

• Higher demand in jewelry

• Lower market volatility

• Association with clean energy and hydrogen

• Better performance against the US dollar