Investment Hypothesis (Updated: 31.12.2021)
Asset protection and asset consolidation while reducing external risks seem crucial in the next decade. Why? The reasons and consequences are to be explained briefly and in an easily understandable way.
In a multipolar world with the steadily rising superpower, China with possible supremacy in artificial intelligence (AI; incl. AI Singularity) and quantum computing (QC), only an economic war or actual military conflict (between the U.S. and China) is likely to stop, more flexible investment strategies are mandatory. The decline of Europe, the weakening of the USA together with the dominant positioning of the U.S. petrodollar (USD), and interventionist policies in the Eurozone are increasing volatility in markets and societies.
In addition to capital in private equity and venture capital, the right mix of the portfolio determines whether one can achieve the short-, medium- and long-term investment goals and, for example, beat the markets. In addition to investments in companies in the form of equity and shares with an acyclical and anti-cyclical focus, precious metals as a hedge, industrial metals and commodities, blockchain assets, and bitcoin as leverage must not be missing.