Came across this interesting chat (source here)

Here gold on its own

Hindsight is 20-20, but really wish I'd bought more of this on SM.

Thinking of upping the weighting actually...but hoping some Straw people can talk me back from the ledge.

There's an inner voice that is saying "you're over thinking the "debasement trade".. besides, macro musings may be fun but they are extremely difficult to trade...it's already gone up a lot anyway..its just a lump of largely unproductive metal... And you've never been a fan of gold .. and you're probably just letting this stupid Bitcoin obsession tarnish your thinking... And how many eggs do you really need in the hard money basket anyway.. .and so on, and so forth..

Is the inner voice right? Give it to me straight -- I can take it!