By Chad Slater
Australian Financial Review, Melbourne
Monday, August 19, 2019
The year is 2003 and a long argument has ensued over gold and inflation. Gold is trading at $US370 an ounce, having recently traded at lows of $US250. I am locked in a debate with an analyst colleague who is adamant that gold is going to soar on the back of the coming inflation from interest rates near zero.
I have been lucky enough to work with a diverse range of personalities. Without naming names, one ex-sell side analyst taught me how to model stocks in such a lucid and coherent way that my analysts now dare not stray from the colour coding I was taught.
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