Gold Has Fallen Out of Favor, Marex Spectron's Wolf Says

The video discusses the decline in gold's popularity as an investment, highlighting its lack of yield and storage costs. It contrasts gold with government bonds, which offer a coupon, albeit small. The rising dollar is identified as a significant challenge for gold. The video suggests that gold might regain favor only if a global economic slowdown occurs alongside a weaker dollar.

Why has gold fallen out of favor as an investment in recent years?

• It offers high yields.

• It is expensive to store and offers no yield.

• It is a positive carry asset.

• It is more popular than government bonds.

What was gold's role during the financial crisis?

• It was seen as a risky investment.

• It was considered a safe haven.

• It was ignored by investors.

• It was more popular than stocks.

What makes government bonds more attractive than gold in the current economic climate?

• They offer a high yield.

• They are not affected by the dollar's value.

• They are riskier than gold.

• They provide a coupon payment.

What is a significant challenge for gold in a rising dollar environment?

• Gold becomes a positive carry asset.

• A rising dollar acts as a headwind for gold.

• Gold yields increase with a stronger dollar.

• Gold prices increase with a rising dollar.

Under what conditions might gold become favorable again?

• High inflation and a strong dollar.

• Stable economic conditions and a strong dollar.

• A stronger dollar and economic growth.

• A global economic slowdown with a weaker dollar.