About 5% to 20% of investors' portfolios have been allocated to gold by those who previously held none, representing a significant sector shift toward commodities as an alternative to bonds.

factualpending

Speaker

Ed Yardeni

Evidence Quote

I think uh I think people who didn't have any gold in their portfolio now have put maybe 5 to 20% uh in in uh in gold. Uh and maybe that's as an alternative to to bonds.

Source

This Should Be A Market Collapse… Why Isn’t It? | Ed YardeniDavid Lin
Created: 8/12/2026, 6:33:34 PM

My Notes

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