Tom Bilyeu

But for the first time in a long time, that may not be true.

But it's still unknown.

Global supply chains may stay intact, or the Strait of Hormuz may stay closed for months or even years.

So build resiliency into your strategy.

Start considering a world that is more local than global.

What would that look like?

Consider what works in a world with shorter, more local supply chains.

Contemplate what holds value regardless of what the dollar does.

Think about assets that aren't someone else's liability.

Be more skeptical of debt than ever.

The people who navigate this transition best are not going to be the ones who predict exactly what's going to happen.

They're going to be the ones that never allow themselves to have a single point of failure.

Now, as always, pay attention to energy.

It is absolutely foundational to everything.

Be positioned to weather energy price shocks that are almost certainly going to keep going for a while and stay liquid enough to have options.

The one thing even Buffett and Dalio agree on is optionality.

Don't be so locked into a single bet that you can't move when a clearer picture of the future begins to take shape.

And as a final reminder, I think Professor Jiang is a phenomenally interesting thinker running a framework with high predictive validity.

But humans and economies are far too complicated to get overly confident in any one framework.

Don't forget to routinely zoom back out and update your mental model.