Jean-Damien Marie

speaker

185 appearances 2 recordings 1 series first heard Jul 2026 last heard 22 Jul

Jean-Damien Marie’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 2.

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Merryn Talks Money · What the Next Generation Wants From Wealth Managers · 15 Jul 2026 podcast

And that could be one of the reasons.

There's also the unwinding of speculation, but that's all another story.

But I think the bottom line is, what's the right weight of gold in a portfolio?

My view would probably be 5% of you have bearish gold and 20% of you have bullish gold.

Have a view.

Well, there's a question.

And I have to revert to my bold index because I couldn't possibly know the answer intuitively.

I would have to go and do a little bit of financial maths.

And if you do some volatility, I'd be interested.

I mean, at Barclays, do you use volatility to do asset allocation?

It's part of it.

Yeah.

I mean, it's an important input for a lot of people who do decide how much allocation to have to various things.

And cross correlations and so forth.

But, you know, Bitcoin and gold have low correlation, high at the moment, possibly.

But generally speaking, over the last five, 10 years, they've been very low.

And the volatility matching the risk weighting would come out and say about 42 percent in Bitcoin and about 58 gold.

So on that basis, if you're eight in gold, then you probably should be six or seven in Bitcoin.

That might seem high to people, but the logic stacks up.

Can we ask about that?

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