Investment Cycles

“Over modern history, a key investment theme has broadly characterized each decade.

In each case, a particular asset class, sector, or region captivated investors for an extended period, driving returns and outperforming the rest of the market.”

What do you think will be the key investing theme of the 2020s? AI? Digital Assets? Something Else?

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Looking back, I thought that the metaverse trend was gonna last for a long time, but now, it looks like AI is going to be the talk of the town. The recent spot Bitcoin ETF approval was also something that I did not expect.