6min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP553: Why Hard Assets are Positioned to Outperform w/ Tavi Costa

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

The Gold to S&P 500 Ratio Is the Best Portfolio Position After the 70 Percent Handle Is Triggered

The Gold to S&P 500 ratio is by far the best portfolio position after the 70 percent handle is triggered. There are times in history when both flags of the trade work together, meaning Gold rises with the equity markets falling. Central banks are already in process of what I call this period of improving the quality of their international reserves. And we're at the beginning of those institutions realizing that and they will be allocating capital towards this.

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