The vast majority of investable assets being bought right now are short vol assets and are all pretty correlated Crypto Private equality Real estate Stocks Bonds All perform well under low volatility situation, we’ve yet to actually see the central bank lose control of interest rates yet and to me this is something that could seriously happen A lot of people are hedged with the tide thinking they are diversified but they’re not! I am keen to see how gold and Bitcoin perform as the forces of inflation and deflation fight it out in the low vol assets
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