Jordi Visser

I think to your point about the market submission, I'm sitting back in the recliner chair now saying, wait a minute, this ain't gonna, obviously it's not gonna be two weeks.

Could it be six months or a year?

Like how long is this gonna go on for?

Now, I don't think it will be a six month, 12 month thing, but if it goes on for another two months, I mean, that is real structural change in the economy in terms of inflation, oil prices, all this stuff that I think you have to start changing your calculation as to what is the short-term inflationary pressure.

One of the smartest asset allocators, investors on Wall Street, in my opinion, is an anonymous account on X, but I know him.

I talk to him quite often.

His current portfolio as of maybe a week and a half ago, 75% gold, 25% Bitcoin, no equities.

Crazy?

Good idea?

How do you think about – you're talking about energy and still equity exposure to these types of things.

I think he's taking your idea almost to the extreme and saying, well, let me just go into the things that are most indexed to money printing and debasement and all this kind of stuff.

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