Want to create an interactive transcript for this episode?
Podcast: The Meb Faber Show - Better Investing
Episode: A Golden Moment for Asset Allocation? | Mike Philbrick | #593
Description: Today’s returning guest is Mike Philbrick, CEO of ReSolve Asset Management and Founding Member of the Return Stacked Team.
In today’s episode, Mike discusses the evolving role of gold and Bitcoin in investment portfolios given the current economic landscape. He explores the historical performance of gold, its risk premium, and how it can help negate home country bias. Then he explains how investors can utilize gold futures to enhance a traditional 60/40 allocation.
(0:00) Starts
(1:18) Introduction of Mike Philbrick
(3:10) US monetary policy, gold and Bitcoin
(7:26) Gold performance since 2000
(1...