Questions whether Iran war has taught us anything about safe havens, noting Treasuries sold off while dollar strengthened, asking if nature of safe havens is changing.
Host
Guest
Dollar is a safe haven as seen recently. Treasuries are more complicated because war creates inflation which is bad for treasuries, explaining why they should sell off in these circumstances.
Guest
Odd situation with gold and silver strong (normally fear indicators) while market remains stable despite recent commotion, puzzling why people go to gold but remain invested in stocks.