This week’s readings/links include Platinum Asset Management on their bear market playbook, Cheah Cheng Hye’s webinar on the investment impacts of COVID-19, a UxC interview with Galymzhan Pirmatov (the CEO of NAC Kazatomprom), Paul Tudor Jones & Lorenzo Giorgianni on the great monetary inflation, and the World Gold Council on gold demand trends for Q1 2020.
- Platinum Asset Management: The bear market playbook.
- Cheah Cheng Hye: The investment impacts of COVID-19.
- Galymzhan Pirmatov: UxC interview with the CEO of Kazatomprom.
- Paul Tudor Jones & Lorenzo Giorgianni: The great monetary inflation (their full letter is embedded at the bottom of the article).
- World Gold Council: Gold demand trends for Q1 2020.