The David Lin Report, Released on 3/19/24 (Recorded on 3/18/24)

Axel Merk, CIO and President of Merk Investments, discusses the major investments themes for 2024 and his outlook for markets and the economy.

0:00 – Intro
1:55 – Drivers of Rally
3:45 – Gold vs. stocks
5:30 – Investing sentiment
7:40 – Gold price outlook
13:00 – U.S. dollar
16:15 – Red Sea attacks and trade
18:15 – Fed monetary policy
21:40 – Fiscal policy
23:00 – 2024 thesis
23:40 – Investing in gold stocks

Axel Merk is the Founder, President, Portfolio Manager, and CIO at Merk Investments LLC. He is an expert on qualitative research and macroeconomic trends. Mr. Merk is also an expert on macro trends, hard money, international investing, and on building sustainable wealth, and he is a pioneer in the use of strategic currency investing to seek diversification. He is a speaker and author on topics ranging from the economy, gold, and currencies to sustainable wealth and personal finance, as well as a regular guest and contributor to the business media around the world. Mr. Merk is an Author of the book Sustainable Wealth: Achieve Financial Security in a Volatile World of Debt and Consumption.

  economy, federal reserve, gold, inflation, interest rates, investing, markets