T-bills, gold and macro volatility

Wall Street Breakfast

Amrita Roy and Rob Isbitts are both bullish on gold and T-bills (0:25). Inflationary and deflationary tug of war, macro volatility and central banks piling into gold (1:25). Why liquidity is the glue that drives everything forward (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show links:
Upside/Downside Tug Of War
Here Comes The Stagflation Debate
10-year yield tops 4.5% after strong CPI report
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