1 filters applied
Tech x VCGlobalTechnology, AI, semiconductors, and venture capital for builders and investorsShowing 2 of 2
Technology, AI, semiconductors, and venture capital — curated for builders and investors.
Tech x VCGlobalShowing 2 of 2
**1. TL;DR** - Equities remain the definitive long-term wealth creator, significantly outperforming bonds and bills since 1900, though investors must now navigate record-high US market concentration, evolving industry mixes, and the nuanced, often overstated, role of gold as an inflation hedge. **2. Key Findings**
*Summary of Global Asset Rotations (1971–Present) by BofA Hartnett - [MikeZaccardi](https://x.com/MikeZaccardi/status/2022291802963812459)*
1. TL;DR
2. Key Findings
Summary of Global Asset Rotations (1971–Present) by BofA Hartnett - MikeZaccardi