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Well here is a not so hypothetical, hypothetical for you:

Your country is struggling due to high debt levels and high interest rates. Your economy is heading into recession and your currency is under pressure. What do you do?

To support your currency:

Do you sell your US bonds to prop up your currency? Your bonds are down 40 percent but are currently earning 5 to 8 percent (depending on risk tolerance).

OR

Do you sell your gold, something that has held up fairly well but zero cash flows?

Seems like a no brainer to me.

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Thanks for the shout-out, John! It was a pleasure having you as a guest!

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