Many people have 60-70% of their portfolio concentrated in gold or hard assets, which is a huge position that, while it may work out, is also very risky because of concentration risk regardless of how much conviction you have in the thesis.
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Speaker
Brent JohnsonEvidence Quote
“they've got 60 70% of their portfolio in gold or you know hard assets of some kind and that is a huge position... it's very risky... any kind of concentration in any one thing is risky regardless of how much conviction you have”
Source
Brent Johnson: The Demise Of The Dollar Will Take Longer & More Surprising Turns Than Many Expect— Adam Taggart | Thoughtful Money®Created: 8/12/2026, 6:41:04 PM
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