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The Invested

The Invested

Business:Investing

Benoit Gervais – Inflation, Politics, and AI: What it Means for Commodities

Benoit Gervais – Inflation, Politics, and AI: What it Means for Commodities

2024-06-20
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What has been causing the surprising upward trend in gold prices despite rising real rates? On this episode, Benoit Gervais, Portfolio Manager and Head of Mackenzie Resource Team, explores how the demand for gold has been shifting from the Western world to Asia. Benoit also discusses the factors influencing commodity trends such as politics, the energy transition, and AI’s impact on today’s market.

This episode was recorded on June 14, 2024.

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