Part 11/12:
The analyst personally plans to hold Tesla stock until at least 2030, believing that the worst-case scenarios are still a few years away—specifically around 2025-26, which aligns with Dalio’s forecast of heightened risks. He reflects on past conflicts, noting that even though such events may seem distant, history suggests repeating patterns.
He also underscores the importance of understanding these cycles—knowing how debt, internal order, and external power struggles intertwine—so investors can position themselves accordingly and avoid being blindsided.