We Wouldn’t Buy Gold at These Levels, Says Legal & General’s Roe

The video discusses Ray Dalio's perspective on gold as part of an investment portfolio, particularly in the context of the QE cycle potentially ending. It analyzes gold's performance and investment strategy, highlighting its role as a defensive asset when yields fall. The discussion shifts to economic outlooks, focusing on inflation risks and the Fed's potential actions. Finally, it explores currency alternatives like the yen and euro in the face of potential currency devaluation and policy implications.

What is Ray Dalio's perspective on including gold in an investor's portfolio?

How does the current low rate QE cycle affect gold investment according to the text?

What factors contribute to gold performing well when yields fall?

What risks does the text identify regarding US inflation and its impact on the Fed's actions?

According to the text, what might be a safe currency to hold in a scenario of global currency devaluation?