

In Gold We Trust 2025 - The Big Long
Jun 6, 2025
Dive into the fascinating world of gold as Mike Philbrick and Rodrigo Gordillo explore its resurgence as a powerful asset for diversification and stability. They compare gold and bitcoin, highlighting behavioral biases and the evolving role of both in modern portfolios. Discover strategies for managing volatility, leveraging assets, and navigating market trends. The duo discusses how emerging markets are reshaping gold demand and the importance of constructing balanced portfolios designed to withstand economic fluctuations.
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The Definitive Gold Report
- The "In Gold We Trust" report is the definitive annual analysis on gold and hard assets globally.
- It highlights the transition to a public participation phase with rising institutional and retail interest in gold.
Why Gold Holds Value
- Gold lacks cash flows but remains valuable as a monetary asset with intrinsic worth.
- It has persisted as a store of value globally for over 5,000 years, recognized by governments and people alike.
Gold Outperforms Bonds Recently
- Over the long term, gold has outperformed plummeting treasury bonds.
- Gold is emerging as the superior performer amid current bond market declines.