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Why a Recession May Never Come... and Why Gold Still Wins
For years, investors have been waiting for a recession that never seems to arrive. According to Fourth Lane Partners Portfolio Manager Andrew Sarna, there's a simple reason why: massive government deficits continue to overwhelm traditional recession signals. In this interview with Maggie Lake, Sarna explains why bonds are no longer a core portfolio holding, why the AI trade may be losing momentum, and why he believes real assets—especially energy and gold—remain among the best long-term investments as debt, deficits, and geopolitical tensions reshape global markets. Topics discussed: - Why…
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