Chris Brycki
speaker
759 appearances
3 recordings
2 series
first heard Mar 2022
last heard 30 Jul
Chris Brycki’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.
Appearances
And that typically is when inflation expectations are rising and particularly when they rise above 3%.
And there's some great research to support this.
And actually in those periods, gold tends to do very well, particularly relative to those other two assets and.
Last year was a great example.
Gold was up 50% in Australian dollar terms, even though those other assets didn't go very well.
And it drove most of our returns in our portfolios was that relatively small allocation.
Yeah, where it's less popular, I remember in 2015, gold had a terrible year and our clients were complaining, hey, please give me more Australian shares and more global shares.
This gold investment's doing terribly.
I mean, our answer is that's actually perfect.
That means diversification is working.
You don't want everything to go up at the same time.
You don't.
Your investors probably do.
Part of the education process for clients is that, you know, if you have a share portfolio in the past, you're hoping all of them go up.
If you have a diversified portfolio of ETFs, you actually want some counterbalancing because that means that they're going to protect you as well.
Yeah, that's right.
And I mean, in our system also, I think this is another key point is, you know, if you just sort of chase what's hot in the market, you're often going to get in at the wrong time.
And what we saw is a lot of money flooding into gold end of last year in January when it had that big blow off top from, you know, $4,000 to $5,600 reached in January.
Our system is actually doing the opposite is when an asset gets too big in our portfolios and gold in a lot of our client portfolios, because it had done so well, grew from, you know, 15 or so percent up to over 20%.
We were automatically selling some gold to actually get it back to its target allocation.
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