Geopolitical BS and My Gold Holdings - Thoughts?
- •The past couple of weeks have been a whirlwind, watching the news and seeing all this geopolitical craziness unfold.
- •Living in Scottsdale, you see a lot of folks here with similar thoughts on wealth preservation.
- •My entire investing philosophy has always been about hedging against this exact kind of global instability.
The past couple of weeks have been a whirlwind, watching the news and seeing all this geopolitical craziness unfold. I’ve been heavily invested in physical gold and a few select mining stocks for years now – my portfolio is north of $5M, and a good chunk of that is tied up in precious metals. Living in Scottsdale, you see a lot of folks here with similar thoughts on wealth preservation.
My entire investing philosophy has always been about hedging against this exact kind of global instability. You see a flare-up in one region, then another, and suddenly the talking heads are all speculating about inflation, war, supply chain disruptions… It just reinforces my belief that real, tangible assets are the only reliable safe haven. I remember back in 2008, and even with some of the more recent shocks, gold was the steady hand. My fear right now isn’t just about making money; it's genuinely about protecting what I’ve built over decades as an entrepreneur. The volatility in the broader market lately has my stomach in knots, but my gold holdings are the one thing that feels secure.
What are others seeing out there? Are you adjusting your allocations at all based on the current global climate? I’m contemplating a further rotation out of some of my more speculative tech plays, even the strong ones I've held for a while, and just adding more to my physical stack. It feels like we're past the point of just "buying the dip" on equities when the underlying global structure seems to be shifting. Would love to hear if anyone feels similar or if I'm just getting too anxious about all this.