Gold is having a moment. Is now the time to invest?

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Life Kit 15 min 5 speakers 3 chapters transcribed 3 months ago
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Why is gold experiencing a surge in price right now?

Unknown 0:00
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Mariel Segarra 0:29
Hey, it's Marielle. I lost a gold hoop earring the other day, one of several pieces of jewelry that I have recently disappeared. And my first thought was, I clearly cannot be trusted with real gold jewelry because have you seen the price of gold these days?
Maria Aspan 0:46
Gold has just been on this record-breaking tear. And now the price has been going up for a few years, but last year was the best year for gold since 1979.
Mariel Segarra 0:58
This is Maria Aspin. She's a finance correspondent at NPR. And she says gold tends to be seen as a safe haven investment when things are looking scary in the world.
Maria Aspan 1:07
It's sometimes called part of the fear trade. So in the past year, we've had a trade war. We've had a real war in Iran. We've had an energy crisis where we've seen concerns about inflation still not being under control. And gold is often seen as a hedge against all of that.
Mariel Segarra 1:25
So maybe you're wondering, should I get in on this if gold is doing so well? And I have heard a lot of ads on YouTube and podcasts suggesting exactly that. On this episode of Life Kit, I talk to Maria about this. We'll go over what it actually means to buy gold. You don't necessarily have to own the physical stuff. Whether it's a good long-term investment because the price is super volatile and how its returns compare to the stock market over time. Maria, you just shared some of the reasons that people are buying gold right now. I think in a lot of cultures, too, that's just the thing you do. You buy someone gold for their birthday or when they graduate, and it's seen as more reliable than the currency in some countries.
Mariel Segarra 2:18
So I wonder, is there a currency element in the U.S. as well now where people are like, the dollar's value is dropping, so we're now more bullish on gold?
Yeah.
Maria Aspan 2:28
Yeah. And actually, it's not even the U.S. It's central banks around the world have traditionally held a lot of their reserves in U.S. dollars. And last year, especially between President Trump slapping a whole bunch of tariffs on almost everything the U.S. imports, as well as some of his threats to the Federal Reserve's independence, all of that increased. yielded what was known as a sell America trade. In other words, like countries around the world, governments around the world started worrying about the safety and security of the U.S. government and the U.S. system and started rethinking whether they wanted to hold as many of their reserves in U.S. dollars. And we saw many central banks sell some dollars and swap to gold.
Maria Aspan 3:15
So that contributed to driving the price of gold up. And then everyone sees the price of gold goes up, which makes you and me sit down and be like, oh, gold is really going up. Should I invest in it?

What factors contribute to gold being seen as a safe haven investment?

Maria Aspan 3:26
Maybe it's a good investment. I don't want to be left behind.
Mariel Segarra 3:29
Right. When we say gold prices are going up, what are we actually looking at? Is this the price of an ounce of physical gold?
Maria Aspan 3:39
Yes, it's the price of an ounce of physical gold, but there are a couple of different prices. There's the spot price, which is what it is to buy gold on the spot, meaning right now, or there are gold futures, which is... like any other future, a contract that an investor enters into to buy gold when it hits a certain price. Now, spot gold can often influence the price of futures, and they tend to be connected. Sometimes there's a big difference, but often not. Gold jewelry has long been a way of buying gold, a way of, like, storing value and giving people gifts or making sure that your loved ones has something that has an inherent worth in and of itself, right? We could go to Costco today and buy some gold.
Mariel Segarra 4:23
So when we're buying gold, it could be literal gold bars, but there are also lots of other ways to buy gold.

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