Zabloski: Portfolio Is Net Long Precious Metals

The video discusses the market reactions following Trump's election, focusing on Delbrook Capital's strategies and adjustments. It covers portfolio changes, geopolitical risks, and market positions, particularly in precious and base metals. The analysis extends to iron ore and gold markets, highlighting seasonal trends and Federal Reserve impacts. M&A activities and market performance are examined, with insights into active vs passive strategies. Finally, the video explores fixed income investments and opportunities in the bond market.

What factors are influencing the current state of the precious metals market?

What are the expectations for gold prices in the upcoming months as discussed in the text?

What strategies are being employed for fixed income investments according to the text?