Why you should allocate a small percentage of your assets to gold.
Topics covered include:What is money, and how does gold fit with that definitionWhy central banks bought more gold last year than at any time since 1967Which central banks own the most gold and which are increasing their gold holdingsHow fast is the gold supply growing compared to the U.S. d ... Show More
Apr 15
There Is No Perfect Portfolio. Just Good Enough
Why portfolio construction is messy, personal, and never perfect. We compare the pros and cons of several portfolio strategies, including target-date funds, risk parity, and role-based portfolios. We conclude with three AI-related fallacies that will help us better navigate the c ... Show More
27m 28s
Apr 1
A MFTROU Update, Cognitive Offloading Versus Cognitive Surrender, and Live Portfolio Cohorts
In this mini episode, I share some examples of how I am using Claude Cowork and other tools to boost my productivity and build investment portfolio analysis tools. I also share more details on the live portfolio cohorts we will be holding next month.You can learn more about our l ... Show More
7m 6s
Mar 2023
MI263: Gold Through The Ages: Understanding it’s Role Under Different Monetary Regimes w/ Dana Samuelson
Rebecca and Dana Samuelson chat about rare gold coins, their differences from other gold/silver investments, gold's changing role in the monetary system, and its impact on pricing, and more.
Dana Samuelson is the President of American Gold Exchange, Inc. with 42 years trading pre ... Show More
56m 38s
Oct 2021
Gold Reserves on the Decline
In 1971, President Richard Nixon changed the rules of money because foreign countries being paid in U.S. dollars grew skeptical when the U.S. Treasury was printing more and more money to cover our debts, and they began exchanging their dollars directly for gold in earnest, deplet ... Show More
48m 39s
May 2020
The Weekly Perspective with David Morgan - Silver Beats Gold by 5x
Silver is undervalued when you look at the gold-to-silver ratio, which now stands at a staggering 1:106. Silver is riding on the coattails of the gold rally. With a growing universe of negative interest rates, central banks debasing paper currencies, central banks accumulating go ... Show More
12m 58s
Sep 2023
Central banks made bonds sell off
<p>This week, one central bank after another made it clear that interest rates need to stay higher for longer. As a result, government bond yields rose sharply, the US dollar strengthened and equities sold off. Only the Bank of Japan remains on a different wavelength, keeping its ... Show More
17m 11s