Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Gold as the ultimate negative-trust asset
The guest argued gold is the ultimate asset for when one doesn't trust anyone else in the financial system, as it requires no counterparty performance and moves in line with real interest rates.
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The Callback
Physical supply tightness drives structural precious metals bull case
61 weeks between these two statements.
The guest argued that gold is a unique asset that can act as a cheap convex hedge against a potential US debt or treasury market crisis, as its volatility increases as its price rises.
The guest argued gold is the ultimate asset for when one doesn't trust anyone else in the financial system, as it requires no counterparty performance and moves in line with real interest rates.