Bitcoin and Gold have recently suffered along with everything else, but some say the signs are that we’ve seen the worst. US$ strength looks exhausted, which is a relief for risk assets, but can we be complacent about the inflationary outlook?

Jacob Lindberg from Vinter and Charlie Morris from ByteTree Asset Management discuss the newly released BOLD Chart Pack, which is updated and distributed monthly. In it, they look at the drivers behind ByteTree’s BOLD1 Index, which combines gold and bitcoin on a risk-weighted basis. The pack includes BOLD’s long- and short-term performance against other asset classes, as well as ByteTree’s fair valuations. Also included are charts that highlight the major macro issues of the day.