Quote:
Originally Posted by housenuts
Bitcoin
Probably this. I think that Stanley Druckenmiller summed it up really well when he said that Bitcoin and crypto will do really well in an inflationary boom, but not so much in an inflationary bust like the one we're in currently.
So if you believe that at some point they're going to cut rates and try to fix inflation by working on the supply side of the equation (i.e. by cutting regulations, making it easier for the US producers to produce domestic oil, build pipelines, etc.,) as opposed to attacking the demand side of the equation through interest rates, then I think Bitcoin does really well.
Also probably high P/E growth tech stocks, be leveraged long real estate (as you can refinance at a lower rate and prices will rise), and you can probably buy bonds too to front run the move (as prices on high coupon will rise as interest rates drop as the guaranteed yield becomes more attractive).