The Meb Faber Show: “They Called It Crazy – Now It’s Common Sense”
The Meb Faber Show: “They Called It Crazy – Now It’s Common Sense”
Today’s returning guest is Mike Philbrick, CEO of ReSolve Asset Management and Founding Member of the Return Stacked Team.
In today’s episode, Mike discusses the evolving role of gold and Bitcoin in investment portfolios given the current economic landscape. He explores the historical performance of gold, its risk premium, and how it can help negate home country bias. Then he explains how investors can utilize gold futures to enhance a traditional 60/40 allocation.
To see links or read the transcript of the episode, visit us at: https://www.themebfabershow.com/episo…
(0:00) Starts
(1:18) Introduction of Mike Philbrick
(3:10) US monetary policy, gold and Bitcoin
(7:26) Gold performance since 2000
(14:09) Can gold hedge home country bias?
(27:08) Bitcoin vs. gold
(31:37) Overview of return stacking strategies
(43:58) The future of return stacking funds
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20250822
