$GOLD - Darius recommends buying gold when the Federal Reserve implements quantitative easing, viewing it as a hedge against monetary expansion.
$BTC - Darius advises buying Bitcoin when the Federal Reserve implements quantitative easing, considering it as a potential hedge against monetary expansion.
$MANUF - Darius suggests a bullish outlook on US manufacturing due to policy incentives and tariffs encouraging domestic production and reshoring of supply chains.
Bearish:
$BONDS - Darius expresses a strong bearish view on bonds, believing they are significantly overvalued in the current and expected future market conditions.
$SPY - Darius predicts a significant market downturn in the event of a full recession, estimating a 40-50% drop in the S&P 500.
$WALLST - Darius expresses a bearish view on Wall Street and wealthy asset owners, predicting a paradigm shift where the top asset holders will lose value as the median person catches up economically.