Long cryptocurrency, precious metals, and South American farm land. Short sovereign bonds + long TIPS. Short financials (especially southern European), REITs,

Long cryptocurrency, precious metals, and South American farm land. Short sovereign bonds + long TIPS. Short financials (especially southern European), REITs, highly levered retail, luxury goods, auto makers. Most especially, assiduously avoid everyone who sells debt to buyback shares. Long value and utility + short leverage and hype.