Скачать или смотреть Heavy Metal: The Role of Gold & Commodities in Today’s Portfolio

Metals have dominated headlines. Gold, silver, and rare earths have surged to historic levels—then suddenly dropped on shifting Fed expectations. Investors are piling into tangible assets, inflation hedges, and “safe haven” trades.

In this episode of THE AWA Market Minute, we unpack what’s really driving the metals rally, why volatility struck after the Fed Chair nomination news, and—most importantly—how metals should (and shouldn’t) be used inside a well-constructed portfolio.

Are metals a true hedge? A bubble? A necessary diversification tool? Or something in between?

We break down the nuance so you can think clearly—not emotionally—about this rapidly evolving space.

Topics Covered:
What triggered the recent sharp drop in metals
Industrial vs. dual-use vs. rare earth metals — and why the distinction matters
The inflation hedge myth: when metals work… and when they don’t
Correlation benefits: how gold behaved during 2022’s stock/bond decline
Why metals are tools in the toolbox — not the whole toolbox
The real pros and cons of owning metals in a retirement portfolio
How to think about metals within a disciplined asset allocation framework