Everything Bubble Warning: “50–90% Crash” Ahead?

The guest argues investors should be in “risk-off” mode because most assets are in an “everything bubble,” claiming there is “nowhere to hide except the Treasury bonds” and warning that many holdings could still fall 50%-90% in a major unwind. He frames the next opportunity as buying after the crash, with gold listed among the assets likely to benefit alongside emerging markets and stocks tied to the next growth cycle. On the regional call, he says China is no longer the future growth engine and that India will be “the new China,” driven by demographics and scale. He also expects U.S. tech to remain a leadership area and says EM exposure can be expressed via broad emerging-market ETFs. For precious metals, the interview is bullish at a strategic level but light on tradeable detail: gold is presented as a post-crash asset to own rather than a near-term catalyst-driven trade. No price levels, flows, or positioning data are given, so the key desk takeaway is simply that the speaker expects a broad asset repricing first, with gold a longer-horizon hedge rather than the primary focus of the call.