As inflation, tariffs, and geopolitical dislocation reshape global markets, is the golden era for hard assets just beginning? In this high-level conversation from iConnections NYC 2025, Bloomberg’s Mike McGlone leads a panel of top commodity investors including Aline Carnizelo, Stephen Klein, Mike Severo, and Jackie Rosner—through a wide-ranging discussion on:
- Why central banks are driving demand for gold
- The macro forces fueling bullish sentiment for commodities
- How China’s futures markets are shaping global pricing
- Regional dislocations and new arbitrage opportunities
- Whether equities, gold, and Bitcoin can all rally together
- Risks facing gold, miners, and the broader commodity complex
- The hidden inflationary forces behind supply chain restructuring
- Why commodity intensity per unit of GDP is rising
💡 Panelists share forecasts on gold, copper, platinum, oil, and the macro trends behind the growing demand for physical assets.
📍 Recorded live at Global Alts New York 2025.
