Why Everyone Suddenly Loves Gold (and What Could Go Wrong) (EP.229)

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Gold just cleared $4,000 an ounce while stocks hover near highs—a rare split-screen of optimism and caution. In this episode, I break down what's actually pushing gold up, stress-test its "safe haven" reputation, and evaluate whether it truly protects against inflation. We'll finish with a simple, rules-based way to decide if gold deserves a small place in a long-term portfolio—or none at all.

Key takeaways:

► What's driving gold now: the role of central-bank buying, macro uncertainty, interest rates, and the dollar.

► Why "safe haven" isn't a free pass: what history says about mean reversion, drawdowns, and volatility.

► Inflation reality check: how stocks and real estate have delivered positive real returns when inflation is >4%—and why gold hasn't—plus when TIPS are the right hedge for specific future expenses.

► A practical allocation framework: when 0%, a small sleeve, or a strict 0–5% target makes sense—and how to set rebalancing rules so you can stick with the plan.

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

 

 

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