094: What Investors Should Consider Before Adding Gold Assets to Their Portfolios with David Hathaway

For many investors, 2025 has raised difficult questions about safety, inflation, global instability, and how to protect wealth in an increasingly unpredictable environment. With gold posting some of its strongest performance in decades, many are wondering whether it belongs in their portfolios.

So today, SHP Financial's Matthew Peck is joined by Senior Portfolio Analyst David Hathaway to break down the factors behind gold's surge. From geopolitical tensions to inflation concerns, David explains why gold has historically served as a store of value, how it behaves in crisis periods, and why it often shines when uncertainty is at its highest.

In this conversation, you'll also learn how investors can actually access gold, whether through ETFs, physical metals, or alternative allocations; what percentage ranges may make sense inside a diversified portfolio; and how SHP evaluates when to introduce or increase exposure.

Matthew and David also compare gold with assets like Bitcoin and discuss its role in alternative investments. They outline why a disciplined, research-based approach—not a fearful approach—is essential when evaluating gold's place in long-term planning.

In this podcast interview, you'll learn:

• The forces driving gold's surge in 2025, including geopolitical tension and central bank buying.
• How inflation pressures, weakening currencies, and rate cuts often boost demand for gold.
• The most common ways to invest in gold and why ETFs are typically the most efficient.
• Typical allocation ranges for gold and how it fits within an alternatives bucket.
• How gold differs from Bitcoin in correlation and diversification benefits.
• Why SHP uses a careful, research-based process before adding or increasing gold exposure.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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