Tom Bilyeu

You want to own things that have pricing power, businesses or resources like silver that people have to buy no matter how high the price goes.

In a physical world, the factories don't stop because the price of silver hits $100.

They just pay the premium.

Owning the functional requirements of the future is one of the best ways to ensure your wealth moves with or ahead of the rate of money printing.

Step four, diversify across economic forces.

True diversification isn't owning 10 different tech stocks.

That's just 10 different ways to bet on the same paper outcome.

It's owning assets that react differently to the same stress.

When the dollar is under attack, you want exposure also to hard money and physical commodities, assets that are not someone else's liability.

You need a portfolio that can breathe when the credit markets are suffocating.

Step five, don't try to predict the future.

Preserve your optionality.

You need to be invested in a world of inflation that's a non-negotiable.

But consider the duration, liquidity, and counterparty risk.

The future is guaranteed to surprise us all and some pleasant,

and deeply unpleasant ways.

Understand the macro and throw your punches only when opportunities present themselves.

The goal isn't to win an individual trade.

The goal is to survive the disorder that is increasingly coming so that you are in a position to thrive when the new order emerges.

China has updated its mental model.