Blockade

Geo Chen · Fidenza Macro · April 13, 2026 at 10:08 · ⏱ 3 min read  | Read on Substack ↗
Summary
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Read time 3 min
Length 3,699 chars
Category macro
Ideas
Geo Chen Global macro trader; ex-head of FX trading, Credit Suisse
The debasement trade is strengthening due to increased fiscal deficits from military spending and a dovish Fed chair, making gold an attractive hedge against currency debasement.
GLD MED
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This newsletter, published April 13, 2026, features Geo Chen discussing GLD. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Geo Chen  · Tickers: GLD