Core Viewpoint - The recommendation is to maintain a long position in risk assets while shorting hyperscaler bonds and going long on zero-coupon bonds as a hedge against potential recession [1] Group 1 - The advice emphasizes staying long on risk assets for the time being [1] - There is a specific recommendation to short hyperscaler bonds, indicating a bearish outlook on this segment [1] - The strategy includes going long on zero-coupon bonds, which are seen as a protective measure against economic downturns [1]

The easiest BTC trade:When both SPX and BTC dump and gold pumps (like today!) on bad macro news, just buy the BTC dip.BTC has low long-term correlation with equities and risk assets (Blackrock did the research; don't listen to CT on this).Short term correlation with risk assets pop up around major macro events, but they don’t last. ...