Bob Elliott, Unlimited Funds – A Macro Masterclass | #458
The Meb Faber Show - Better Investing
Investing in US Stocks and Bonds
Gold is in many ways, you know, people have said, well, inflation was up. Why didn't my gold perform? And I think in part that's a, people have a bit of a myopic view of the range of plausible outcomes that could happen for an investor. Like most people say, okay, I'm going to go put half a percent or percent in these. But it does very well in extreme deflationary environments and extraordinarily high inflation environments. They have 40% of the time in emerging economies; so the idea that would allocate 10% to protect you in those tailed environments seems prudent. You know, it's essentially flat on the year, a lot better than
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