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TIP486: Macro Investing w/ Cullen Roche
We Study Billionaires - The Investor’s Podcast Network
Investing in a Diversified Portfolio
The investor that owns gold or commodities or even bonds in this environment, well, what they've done is they've buffered the negative 25% return in the stock market. Even though bonds are down, you know, 11% or whatever, and I think gold is down 10%, commodities are up. And so it's been this beautiful part of your portfolio because it's helping you sleep better at night,. It's helping you manage your liquidity needs if you have them. That piece that you hated suddenly becomes the piece of the portfolio that you love.
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