Your News to Know rounds up the most important stories about precious metals and the overall economy. This week, we’ll cover:

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Before we go into why Bridgewater’s Ray Dalio thinks investorsshould own more gold, let’s first talk about how it becamenormalfor investors to own any gold at all.

Of course,gold ownershipwas always a step that prudent investors considered for themselves. But professional money managers and institutional investors disdained precious metals. Fordecades, the rule of thumb that dominated investment was limited to two asset classes: Corporate profits and debt. That’s it.

As bizarre as it sounds today, if a mainstream investor did own gold, it was considered an “alternative asset” along with such obscure niche investments as masterwork art, crypto, rare wines or whiskeys and maybe some real estate.

Those days are behind us. During the pandemic lockdowns and the subsequent inflation (and truly bizarre speculative manias involving, among other things,cartoon monkeys), that rule of thumb started to change. For good reasons! Chief among them, U.S. government debt markets experienced the worst year since 1787, according to Bloomberg.1 Those so-called “safe” investments weren’t so safe after all – as firstSilicon Valley Bank, then several other banks (andmillionsof investors) learned first-hand.

That’s about the time that global banks started recommending diversification with gold. The precise percentage varied (5%-15%), but the logic behind it didn’t:Other hedges and “safe haven” assets could no longer be trusted.

Not coincidentally,gold pricewas leaping from one all-time high to the next. Some 40 price records were set (and broken) in 2024 alone! Central banks set three consecutive gold-buying records during 2022-2024, and global gold demand set a new record in the first quarter of 2026.

Even though the pandemic is well behind us, we’re still living in the aftermath of those difficult years. Today, Dalio thinks a 10% gold allocation is too low and15%should instead be the goal. That change should make us stop and think – a50% increasein gold allocation?

Dalio’s reasoning is basically two-fold: Crises and currency.

Source: SGT Report