Artwork
iconShare
 
Manage episode 511996004 series 3383922
Content provided by Michael A. Gayed, CFA, Michael A. Gayed, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael A. Gayed, CFA, Michael A. Gayed, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
  continue reading

Chapters

1. Welcome, Credits, and Agenda (00:00:00)

2. Will Rind’s Gold Background (00:03:25)

3. What Makes BAR Different (00:04:45)

4. Gold’s Silent All‑Time High (00:05:50)

5. Real Yields, Crises, and Gold (00:07:55)

6. Portfolio Math: Gold as Diversifier (00:09:15)

7. Debt, Fiat Dilution, and Reserve Shift (00:11:45)

8. Gold vs. Bitcoin: Roles and Flows (00:14:15)

9. GLD vs. BAR: Costs and Taxes (00:18:05)

10. Flows, Euphoria, and Early‑Stage Thesis (00:19:35)

11. Who’s Buying: Central Banks, Jewelry, Investors (00:22:28)

12. Platinum’s Breakout and Use Cases (00:24:18)

13. Paper vs. Physical: Why Allocation Matters (00:27:58)

14. Bonds, Yield, and Gold’s Role (00:31:38)

15. Rates, Dollar, and Gold’s Decoupling (00:34:28)

16. Allocation Drift and Market Share Upside (00:38:35)

17. Creating Income: Yield Boost Approach (00:40:55)

18. Modern Portfolios and Specialization (00:44:35)

19. Final Takeaways and CFP Credits (00:47:00)

874 episodes