Fed's tightrope walk and my palladium holdings

Andrew Roberts

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Fed's tightrope walk and my palladium holdings

andrew_roberts👑Elite (1m-5m)

about 7 hours ago

Key Takeaways

•Interesting discussions swirling around the Fed's latest antics and what it means for precious metals.
•I've been watching this play out for decades, going all the way back to the Volcker days when I was just getting started in my career.
•The current Fed dance, though, feels a bit unique.

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Interesting discussions swirling around the Fed's latest antics and what it means for precious metals. I've been watching this play out for decades, going all the way back to the Volcker days when I was just getting started in my career. The current Fed dance, though, feels a bit unique. We've got inflation still stubbornly high, but the growth outlook is… well, let's just say it's not exactly inspiring. It feels like they're trying to thread a needle with a rope.

I've got a significant chunk of my portfolio, probably 15-20% at this point, in physical metals, and a good portion of that is actually in palladium within my IRA. Initially, it was mostly gold and some silver, but about 7 years ago, after spending some time researching supply/demand fundamentals, especially with the EV revolution gaining traction, I started diversifying heavily into palladium. It’s certainly been a roller coaster, but the industrial demand combined with limited supply has always made a compelling case for me.

My concern now is whether the Fed’s potential pivot, or lack thereof, could really throw a wrench into palladium's trajectory. If they signal more rate hikes, even small ones, I worry about the broader economic slowdown impacting industrial demand. On the flip side, if they hint at a pause, or even cuts down the line, I'd expect an immediate boost. I’m sitting on about 2,000 ounces now, acquired at various price points, so any significant move is naturally going to move the needle for me personally. I'm retired down here in Palm Beach, but I still follow these markets like a hawk. Thoughts from the group?

How are others feeling about their palladium exposure right now? Are you holding steady, or considering any adjustments based on the Fed’s messaging?

3 comments

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Best Answer▲ 10 upvotes

carol_carter💰Established (100-250k)

This is interesting, especially with your long-term perspective. You mentioned your palladium holdings – are you mostly holding physical or are you diversified into ETFs or other forms for that too?

Comments (3)

carol_carter💰Established (100-250k)Real Investor•less than a minute ago

diane_bailey💰Established (100-250k)Real Investor•less than a minute ago

Totally feel this. My silver holdings have been a rollercoaster lately with all the Fed speak. Had a similar "here we go again" feeling back in the early 2000s when I first started dabbling in metals. It's like a familiar tune with slightly different instruments each time, right?

andrew_roberts👑Elite (1m-5m)Real Investor✓ Verified•less than a minute ago

Yeah, I hear you on the Fed's "unique dance" right now. It's definitely a weird one. But honestly, while the immediate Fed moves can cause some jitters, I sometimes wonder if we overemphasize their short-term impact on *all* precious metals. For palladium specifically, I tend to look at the industrial demand side a lot more. Catalytic converters, hydrogen tech... that stuff feels like it has a more direct and often underappreciated influence on its price than just the Fed's latest interest rate musings. Plenty of other factors at play, IMO.

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