The 60/40 Portfolio Is Dead Because Bonds No Longer Work | Louis Gave

In this episode of Thoughtful Money, Adam Taggart interviews Louis Gave, CEO of GaveCall, about the global economy and financial markets. Gave shares his assessment of current fiscal and monetary policies, highlighting reflationary trends and potential threats such as rising energy prices, an AI bubble implosion, and Asian currency revaluation. He advocates for a portfolio shift towards energy and precious metals, viewing energy stocks as the new bonds. The conversation explores investment strategies, the role of central banks, and the potential impacts of geopolitical events like the Russia-Ukraine war on Europe. Mike Preston from New Harbor Financial joins to discuss market trends, silver's performance, and potential market corrections, offering insights on portfolio management and investment opportunities.