They made a recent smaller bet on Barrick Gold ($588m holding), which is blatantly a bet on the price of gold remaining elevated / going higher over time due to

They made a recent smaller bet on Barrick Gold ($588m holding), which is blatantly a bet on the price of gold remaining elevated / going higher over time due to profligate US spending and the consequences for the USD. Based on the size of the bet, this one (trading houses) is Buffett led and the Barrick investment is one of Berkshire's other two prominent investors (Ted Weschler, Todd Combs).