BlackRock’s Hambro on Gold, Oil and the Next the Commodity Cycle | Bloomberg Podcasts
"There is likely to be this rotation of capital back towards areas that are geopolitically important, industrially important, and are kind of the backbones of the global economy, away from areas that maybe have some threats to their business model." - Evy Hambro [00:14:05]
"You know the ongoing devaluation of paper currencies... means more indebtedness, it means more devaluation of paper currencies, and better returns for real assets." - Evy Hambro [00:06:15]
References
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