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Talking Markets Podcast (Gold) with Aakash Doshi of State Street Investment Management

5/29/202610 min

Aakash Doshi, Head of Gold Strategy at State Street Investment Management, drops by the Talking Markets Podcast to outline the investment case for gold against a backdrop of geopolitical uncertainty. Aakash weighs in on price volatility, how he sees gold demand evolving, and how the structural factors that supported the gold market run in recent years have been impacted by recent geopolitical risk factors. Host: Daniel Cassidy

Clips

War’s Hidden Tailwinds for Gold
Bull, Base, Bear: Gold Scenarios
Gold’s Two-Halves Quarter
Buying the Dip, Eyeing the Fed
China Keeps Buying the Dip

Transcript preview

First 90 seconds

  1. Dan Cassidy· Host0:00

    [on-hold music] Hi, everyone. Dan Cassidy here. Welcome back to the Talking Markets podcast series on the UBS Market Moves podcast channel. Our conversation today will focus in on the investment landscape for gold, including an assessment of recent performance, a performance outlook, risk considerations, and more as it relates to the yellow metal. Uh, joining me here today for the conversation at our 1285 podcast studio in New York, I'm glad to welcome from our partners at State Street Investment Management, Akash Doshi, head of gold strategy. With that, Akash, thank you for dropping by the studio. Nice to be at the table with you. Looking forward to our conversation on gold.

  2. Akash Doshi· Guest0:48

    Thanks, Dan.

  3. Dan Cassidy· Host0:48

    So to begin, let's stick with what's happening in the markets, uh, what's driving current events, and that's highly geopolitically driven at the moment. Uh, the US-Iran conflict, which remains ongoing, has been disruptive to global markets. Broadly speaking, though, I'm curious, how has gold fared over the past couple of months?

  4. Akash Doshi· Guest1:06

    How gold has fared has been a tale of almost two halves during the first quarter of this year. In January and February, you saw prices really rally to record levels. You saw record inflows across the US-listed gold ETF sector for both January and February combined seasonally. Uh, and then March was a bit of an unwind. We saw prices fall the most since the depths of the global financial

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