Market paradigm shifts

Interested to get people’s thoughts on this post from Ray Dalio:

Will you be putting more gold or alternative store of values in your portfolio?

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Moved a portion of my passive equity index ETFs into gold weeks ago, doing well so far. Missed out on some equity gains, but impossible to time the market. And most of the gains have been captured by investments in individual (mainly tech) stocks.

Excellent podcast on the same subject:

Also rather bullish for bitcoin :slight_smile:

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Great, will give that a listen!

Trump’s tweets yesterday definitely opened the path to more FED rate cuts. He’ll likely get what he wants while he’s president. :slight_smile:

He’s been saying this for a while now - I think precious metals (e.g. gold, silver, platinum) should make up a small proportion of one’s portfolio.

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