The New Rules of Capital: Gold, Bonds & America’s Mining Bet
In this week’s long-form episode of Mining Stock Daily, Trevor Hall is joined by Jared Dillian of The Daily Dirtnap and Chris Berry of House Mountain Partners and The Power Current.
Jared discusses his new book, The Awesome Portfolio, and why he believes investors are taking far too much risk by concentrating their wealth in equities. He lays out his approach to building a lower-volatility portfolio across stocks, bonds, gold, real estate and cash—and explains why he believes gold deserves a 20% allocation. Jared also weighs in on the recent move in gold, the outlook for interest rates and…
The skinny
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