I have given several presentations recently explaining why the coming years will be characterized by 'The Great Rebalancing.' By this, I mean that investors will be looking for alternatives beyond bonds due to increasing uncertainty about massive debt accumulation, the higher volatility associated with bonds, and central banks' efforts to keep interest rates low and inflation relatively high. I conclude my presentations with the slide below, showcasing the latest investment portfolio of Michael Burry, known from 'The Big Short.' It reveals that Burry invested over 7% in a physical gold ETF last quarter. The next line ... (full story)