The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

Dave agrees with David Einhorn and Kyle Bass that gold is an important insurance policy against central banker stupidity. Dave is considering buying some gold stocks for his real-money portfolio -- he offers up some ideas in this video. The video concludes with some thoughts on how much to buy of various ideas.