Group 1 - Renowned economist and investor Nouriel Roubini predicts a challenging period for the US economy, expecting the core Personal Consumption Expenditures (PCE) index to reach approximately 3.5% by year-end, with economic growth potentially turning negative [1] - Roubini describes the second half of the year as a "mini-stagflation shock," indicating that the Federal Reserve is unlikely to cut interest rates until at least December [1] - The Atlas America Fund (USAF), managed by Roubini, aims to mitigate various economic risks, including structural high inflation and climate change, and has shown a steady performance since its launch [2][3] Group 2 - The USAF has a small asset size of approximately $17 million and has increased by over 5% since its inception, demonstrating defensive characteristics during market downturns [2] - The fund's portfolio includes gold, short-term US government bonds, and exposure to agricultural commodities, with recent adjustments made to increase holdings in defense technology and cybersecurity stocks [2][3] - Roubini's significant investment in gold reflects a belief that the world is moving away from the US dollar, although he does not foresee a collapse of the dollar [3]