Dear Reader, The top hedge fund managers, investment experts, and economists who gather at the Strategic Investment Conference usually don’t talk much about gold. This year was different, though. Gold was a hot topic at the SIC 2018. In the 15 years we’ve held this conference, there have never been so many money managers cheering for the yellow metal. Even hardcore gold bears like Gavekal Research co-founder Louis Gave—who thinks “gold is just a rock”—are warming to it. We put together a short summary of SIC speakers’ quotes for you, including the reasons why they’ve changed their minds. Together, these sound bites make a big-picture case for investing in gold—according to people managing billions of dollars. Click the link below to access the special SIC update. Sincerely, |