Actually Alistdair I just had a very Peter Schiff kind of thought as I was listening to your talk.
The Dollar bulls are always shouting about how strong the dollar is. Well that is true when mearsued against other Fiat Currencies which are rapidly heading towards toilet paper status, but as we know it's down 50% against gold. But the the thing that struck me is that it's actually down 10% against actual toilet paper. How about that.
Alasdair, I have a question that I would be happy to hear you view on it….why would Warren Buffet sits on a pile of cash (USD) and doesn’t participate in the Gold and Silver (as he did in the previous cycles)?
We are going from 20% Goldman. 25 % bond guru and black rock.
Go back further. Talmud. 500 a.d. 1/3 land 1/3 gold 1/3 business.
How many times does history have to teach us?
Actually Alistdair I just had a very Peter Schiff kind of thought as I was listening to your talk.
The Dollar bulls are always shouting about how strong the dollar is. Well that is true when mearsued against other Fiat Currencies which are rapidly heading towards toilet paper status, but as we know it's down 50% against gold. But the the thing that struck me is that it's actually down 10% against actual toilet paper. How about that.
Alasdair, I have a question that I would be happy to hear you view on it….why would Warren Buffet sits on a pile of cash (USD) and doesn’t participate in the Gold and Silver (as he did in the previous cycles)?
A big thank you for addressing the practical challenges of portfolio management
Very interesting interview. A short article on the causes of the pull back as suggested by Andy Schectman would be very welcome!
could you use AI to provide a bullet point transcript for all your conversations please?
thanks
V
Thank you Alasdair.
Excellent interview with both Alasdair and Andy. Thanks so much!!