Jim Lebenthal
speaker
650 appearances
1 recordings
1 series
first heard Jul 2026
last heard 28 Jul
Jim Lebenthal’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 — 1 in all, peaking in Jul 2026 with 1.
Appearances
And we'll get there when we get there.
We're not going to measure it every single day and drive ourselves crazy.
That's a very important feature in an overall asset allocation because it dampens out volatility.
Now, somebody may want to say, well, geez, I wish I could mark my own book of securities to whatever I wanted it to be.
Okay, you have to be with the managers in these funds that are noteworthy, that are credible, that have high integrity and a great track record, and then just let it go for the long run.
Also, in terms of current positioning, we do have a small allocation to gold right now.
Gold, you know, sometimes people look at this and say, hey, it's done so well over the last year, two years, and they think that it's an absolute return vehicle.
It's not.
For us, it's a hedge.
It's a way of saying there's a lot going on in the world that changes on a day-to-day basis.
There's been more than a few times in the last two years where the world has seemed to question U.S.
supremacy in terms of the reserve currency status of the U.S.
dollar and the status of the U.S.
treasury market as the risk-free benchmark.
And as that gets questioned, gold serves as a hedge, what I call an end-of-days hedge.
But we're not saying that, oh, this is going to go up 10, 15 percent over the next year.
It's something to protect against on the downside, which leads to a great question.
And we're getting more and more speculative as we go on here, Ryan.
What to do about cryptocurrency?
Because my rub against cryptocurrency is I can't value it.
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