Is the Reflation Trade Turning Now? | Real Vision

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Keith Dicker, founder and chief investment officer of IceCap Asset Management, returns to Real Vision to explain why he disagrees with the "reflation" narrative that has buoyed commodity prices and...

Gold, Active Management, and Macro Hedge Funds: The Alaska Permanent Fund's Unconventional Allocation | Real Vision

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The Alaska Permanent Fund is the $75 billion sovereign wealth fund of the state of Alaska, and since oil was discovered in Alaska in the 1970s, the APF has been receiving royalties and investing th...