Gold, Hard Assets & Global Commodities: Is This the New Supercycle? | Global Alts New York 2025 скачать в хорошем качестве

Gold, Hard Assets & Global Commodities: Is This the New Supercycle? | Global Alts New York 2025

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. -- Welcome to iConnections—where the alternative investment industry comes to connect, learn, and grow. iConnections’ Global Alts is the world’s largest cap intro event, hosted at the Miami Beach Convention Center. This premier gathering features insights from top minds in investment, finance, and economics, while giving attendees exclusive access to the global alternative investment community. But we’re more than just events. iConnections is a platform built to connect allocators, managers, and the alternative investment industry year-round. Through innovative technology and curated connections, we make it easier than ever to network, schedule meetings, and grow your business—all in one place. Join us as we transform the way the alternative investment world connects and collaborates. Let’s shape the future of the industry together. Discover iConnections Today: Learn more about our platform: https://www.iconnections.io Stay connected through our social channels: LinkedIn:   / 53118918   Twitter:   / iconnections_io   Instagram:   / iconnections_io