Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

All-round Multi-Asset investor. Former head of a EUR 5 billion multi-asset fund range. Speaker. Charts & Frameworks. Founder of True Insights, a provider of independent investment research, trade ideas & well-diversified portfolios.
https://true-insights.net/

Global Multi-Asset Investment Strategist

The Weekly Market Monitor – Please Give a Warm Welcome to BITCOIN

ISM Manufacturing – the Ugliest Macro Indicator for Stocks!

The Weekly Market Monitor – These Two All-Time Highs Are No Coincidence!

The Weekly Market Monitor – The 34-Year Wait Is Over!

Nvidia: A Quality Stock that Shows Human Investors Are Unable to Discount Exponential Growth

Broadening AI Adoption Drives Another Solid Quarter

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True Insights

Our research helps investors build well-diversified multi-asset portfolios and profit from market developments. In addition, our unique and proven Macro – Sentiment – Valuation (MSV) investment framework ensures a consistent flow of new investment opportunities. Together with our market views, these opportunities will be reflected in our live ETF-based Global Multi-Asset Portfolios.

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>The real-time market cap of gold is USD 15 trillion, not USD 13 trillion, as is often stated.</li>
<li>This matters because I expect gold to gain on and outperform bonds within a multi-asset portfolio. In recent years, this has been the case.</li>
<li>A real-time estimate of gold's market cap also translates to a real-time Bitcoin price estimate as it functions as digital gold. In this piece, I show my base case scenario.</li>
</ul>


The real-time market cap of gold is USD 15 trillion, not USD 13 trillion, as is often stated.
This matters because I expect gold to gain on and outperform bonds within a multi-asset portfolio. In recent years, this has been the case.
A real-time estimate of gold's market cap also translates to a real-time Bitcoin price estimate as it functions as digital gold. In this piece, I show my base case scenario.


A Real-Time Estimate of Gold's Market Cap and Bitcoin's Potential Value