> How would one position oneself as an individual investor if one believed this thesis? If you knew when, it would be easy. But nobody knows the when. It might

> How would one position oneself as an individual investor if one believed this thesis? If you knew when, it would be easy. But nobody knows the when. It might be tomorrow, next week or in 12 months or maybe two years or five. A drop is guaranteed, eventually, but nobody has any idea how much it will go up before that. If you are truly convinced on this thesis, one could slowly keep increasing short bond allocations while moving away from tech, but no guarantees. Mainly depends how old you are. If very young, don't worry about it, stay invested. If near retirement, move to safer assets because you can't afford to loose everything now.