Part 5/6:
With all these economic pressures, Darius insists that the notion of 'safe assets' needs reevaluation. He argues that if Treasury bonds are guaranteed to lose value, it’s illogical to view them as safe. Instead, he suggests reallocating investments toward risk assets like stocks, Bitcoin, and gold.
Darius urges investors to be long on these asset classes and avoid the volatility that comes from traditional investments in bonds and cash, which may not provide the same returns. He offers a strategic framework for retail investors to follow—advocating for consistent positioning in these risk assets.