Where to Go for Non-Correlated Returns

The video discusses the challenges of investing in a highly correlated market and the need for uncorrelated returns. It emphasizes the importance of selecting assets with intrinsic value and free cash flow, such as certain businesses and gold, which can act as a hedge. The portfolio strategy includes a significant portion in equities, a smaller allocation in gold, and the remainder in cash and bonds.

Why is gold considered a potential hedge in an investment portfolio?

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What is the allocation strategy mentioned for the investment portfolio?

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