On November 3rd, we hosted the prominent Wall Street strategist, Ed Yardeni, in Toronto for a fireside chat moderated by Jennifer Mersereau and Pat Sommerville, Co-CEOs of Hamilton ETFs. The discussion centered on his “Roaring 2020s” thesis, offering insights into the transformative trends defining the decade ahead.
Commentary: MIX
Ed Yardeni: Investing in the Roaring 2020s
On October 2nd, we had the pleasure of hosting Ed Yardeni for a fireside chat, moderated by Jennifer Mersereau and Pat Sommerville, Co-CEOs of Hamilton ETFs. The conversation explored his “Roaring 2020s” thesis, highlighting the transformative forces shaping this decade.
Why Add Gold Into the MIX?
For centuries, gold has played a key role in preserving wealth and providing financial stability. And while the Gold Standard[1] has long since been abandoned by countries around the world, gold can still play an important role in an investor’s portfolio. Modern portfolios often emphasize equities and bonds, but gold remains a distinct and uncorrelated asset that can offer security during times of uncertainty.
MIX — A Modern Core Holding
In today’s volatile market environment, investors focused on long-term growth face a key challenge: how to stay invested in equities while managing risks such as inflation, interest rate uncertainty, geopolitical events, and policy shifts.
Is MIX Worth its Weight in Gold?
Over the past 50+ years, U.S. equities have suffered numerous steep declines, from the inflation crisis of the early 1970’s to the current tariff turmoil of 2025. These drawdowns — ranging from moderate corrections to deep bear markets — highlight an interesting and fairly consistent pattern. When equities fall sharply, two asset classes – Bonds and Gold – perform particularly well.