Holding Some Gold in Medium Term Makes Sense: Natixis’s Dwek

The video discusses Warren Buffett's recent investment strategies, highlighting his defensive approach, particularly his interest in gold through Barrick. It explores the role of gold as a defensive asset amidst low yields and market uncertainties. The discussion also touches on potential winners and losers in the current crisis, emphasizing the importance of technology and defensive positions in investment portfolios.

What investment move by Warren Buffett surprised many investors?

• Selling all gold assets

• Increasing bank positions

• Investing in technology stocks

• Commitment to gold through Barrick

Why is gold considered a defensive position in the current market?

• Because of high yields

• Due to low yields and real deals

• Because it generates high income

• Due to its volatility

What is the main reason for holding gold in portfolios according to the transcript?

• To benefit from high interest rates

• To hedge against inflation

• To maximize short-term profits

• To avoid losses from technology stocks

Which sectors are considered potential winners from the current crisis?

• Travel and tourism

• Retail and fashion

• Stay-at-home businesses and technology

• Oil and gas

What remains a top concern for investors according to the transcript?

• High-risk investments

• Defensive positions

• Real estate

• Cryptocurrency