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Some of the world’s most successful investors are quietly (but decisively) rebalancing their portfolios. And they’re not just reducing risk — they’re exiting traditional assets and reallocating toward something that’s been considered old-fashioned for decades: gold.
Why the sudden pivot?
GoldSilver’s Alan Hibbard unpacks this powerful new trend in his latest video. He examines what some of the most influential money managers and billionaire investors are doing right now — and why you should be paying attention.
Jamie Dimon: Warning Signs of Complacency
First up is JPMorgan Chase CEO Jamie Dimon. After markets rebounded from the most recent tariff-related slump, Dimon didn’t express relief — he expressed concern. He called out an “extraordinary amount of complacency” among investors, implying that the bounce-back was less about strength and more about delusion.
When a CEO with visibility into the global banking system flags market overconfidence, it’s a signal worth heeding.
Warren Buffett: A Historic Cash Position
Then there’s Warren Buffett. For 10 straight quarters — two and a half years — Buffett has been a net seller of stocks. That’s not typical behavior for the Oracle of Omaha. Even more telling, Berkshire Hathaway now holds a record $348 billion in cash.
Buffett has famously said that when others are greedy, he gets cautious. And judging by his cash pile, he’s seeing a market full of overpriced or underperforming opportunities — not good companies at good prices.
Michael Burry: All Out — Except One Bet
Made famous by The Big Short for predicting (and profiting from) the 2008 housing crash, Michael Burry has now cleared out his portfolio. His only remaining position? Estée Lauder.
It’s an oddball move on the surface, but in the context of everything else, it paints a picture of a man who sees very few investable opportunities — and isn’t afraid to go against the grain.
A Surge Toward Gold
As Alan points out, that’s where the conversation turns — decisively — to gold.
Jeff Gundlach, the “bond king,” sees gold holding steady while most markets remain highly volatile. He believes gold is now a core asset, not a fringe bet or doomsday insurance. Debt, deficits, and global unrest are changing financial norms, making gold essential.
Gundlach believes gold is heading toward $4,000 per ounce.
And he’s not alone.
So, What Does This Mean for You?
When Buffett, Dalio, Gundlach, Einhorn, and others start piling into gold — and cash out of traditional assets — it’s worth taking notice.
They’re not reacting to short-term news cycles. These are strategic, long-term moves anticipating structural shifts in the financial system. Key concerns include unsustainable debt, weakening fiat currencies, and declining trust in governments and central banks.
If you’re looking to safeguard your wealth or diversify intelligently, it might be time to follow the smart money and explore a position in physical gold.
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