#27: Diego Parrilla On The Perpetual Search For Extreme Optionality
Superinvestors and the Art of Worldly Wisdom
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The Smart Gold Fund and the Methodology Behind It
Dollyo said everybody needs to have at least 5% of their portfolio in gold. You don't just own gold outright or even, you know, just buy it to hold it. There's a misconception here in the market where lots of people see gold equities as just the call option on gold. But that call option has a knockout in the form of three main risks, which is taxation, expropriation and nationalization.
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