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.

In what ways does the text suggest that gold can be viewed as a defensive position?

What factors are mentioned that could influence the holding of gold in investment portfolios?