In this episode of ReSolve Riffs, host Mike Philbrick and Rodrigo Gordillo welcome Mark Valek, partner at Incrementum AG and co-author of the acclaimed In Gold We Trust report. Mark, a seasoned macro investor with decades of expertise at the intersection of gold, monetary policy, and systemic risk, offers deep insights into the evolving roles of gold and Bitcoin. The discussion covers a diverse range of topics including macro investing, fiscal dominance, central bank gold accumulation, innovative portfolio allocations, and the emergence of Bitcoin as digital gold.

Topics Discussed

• Gold as a superior store of value with a stable stock-to-flow ratio

• The impact of central bank gold accumulation amid global financial uncertainty

• Fiscal dominance, counterparty risks, and the influence of geopolitical tensions

• Future gold price scenarios and detailed long-term predictions under varying inflation conditions

• The evolution of Bitcoin as a digital alternative to traditional gold

• Reimagining the classic 60/40 portfolio with an emphasis on hard assets

• Practical investor guidance on asset allocation strategies and risk management

Mentioned in this episode:

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