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Money For the Rest of Us
Is It Too Late to Invest in Gold? with Max Belmont - FEG Insight Bridge
Apr 2, 2025
Max Belmont, a seasoned portfolio manager specializing in gold at First Eagle Investments, joins Greg Dowling, Chief Investment Officer at FEG Investment Advisors. They discuss gold's appeal as a hedge against inflation, contrasting it with digital assets like Bitcoin. The conversation highlights gold’s historical significance, its role as a safe haven during economic turmoil, and strategies for incorporating it into investment portfolios. They also touch on the growing demand for gold amid rising global tensions, underscoring its enduring value.
38:31
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Quick takeaways
- Gold serves as a stable hedge during economic downturns and inflation, offering a safe haven when traditional assets underperform.
- Contrasting with Bitcoin, gold demonstrates distinct behaviors that make it a reliable risk-off asset during market volatility.
Deep dives
The Role of Gold in Portfolio Management
Gold is utilized in investment portfolios primarily for its potential hedge characteristics against economic downturns and inflation. Having a history of providing stability in times of uncertainty, it acts as a safe haven, particularly when traditional asset classes such as stocks are underperforming. Max Belmont from First Eagle Investments emphasizes that gold's unique attributes, such as its scarcity and permanence, make it an enduring store of value. The long-term orientation of gold investments is shaped by historical events, like the hyperinflation in Germany, which influences current investment strategies.
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