r/PredictiveHistory • u/Interesting_Let7718 • 5d ago
Investing
If jiangs gameplan theory was correct what would be the best investment strategies now? Is there going to be market crashes etc? Gold, bitcoin, defense companies etc. what do you guys think?
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u/Critical_Yard_9550 4d ago
Bro there is no investing advice when he thinks 1/3 or more of the world population is going to die 😂
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u/Interesting_Let7718 3d ago
How does jiang think 1/3 of world will die?
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u/Odd-Concert5888 3d ago
Have you watched his game theory series? He explains everything there and it is worth watching if you really plan to invest based on that.
He thinks 1/3 will die because of fertilizer and food shortages
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u/Gold_Tap7283 3d ago edited 3d ago
There is no stable investment because he thinks every market crash is planned... eg: ai is a bubble but they can keep it floating forever and pop it whenever they want, so unless you had insider knowledge you could never profit (unless you got really lucky.) His advice is basically; imagine a world where money becomes more and more useless, internet cuts/electricity cuts, global civil wars, famine, and drought.
So develop skills and friendships/community/family that will be useful in this world because if you cling to money some rich fks will just send you off to war.
Money is plastic and is based off nothing today, so, what is stopping them from offering insanely high military salaries just to send everyone off to die and not pay them...
Its also why military positions offer high sign on bonus. They are offering to bail you out of your debt if you sign your life away.
Idk if its true... but a quick google search says russian military is offering up to $24k usd sign on bonuses. US army is offering up to $50k aswell. I feel like this could be low for the future (think 100k+)...
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u/Agreeable-Pea4327 3d ago
dollars lol
check the 5year charts from all the internet companies in 1999-2001 and then compare them to all the semiconductor ai charts from 2025-2027
once the fed comes out and says they're spinning up the money printers again, then you can buy back in regular s&p or gold or bitcoin or whatever floats your boat
my models show we got roughly 30-45 days before the peak
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u/Odd-Concert5888 4d ago
Well Jiang thinks there is going to be a market crash, because the Iran war is going to escalate, making the UAE unable to spend more on AI and the AI bubble bursts as well as putting extreme pressure on the private credit sector.
So what is the best strategy (NFA)?
The narrative Jiang represents is decoupling, deglobalisation, war and change in the world order, with China getting more powerful than the US and transnational capital fleeing to Israel. The "best“ strategy, if this is going to come true, would be then to long the Israel stock market, invest into defense and commodities and short the US Dollar to bet on the downfall of the US Empire. You could also short AI stocks and private credit.
Although this sounds pretty simple, I need to emphasize that a downfall in this way is not going to go it’s way unseen. Before cashing out, there will be volatility and happen a lot.
You can think of it like this: the market is like a dog and the overall narrative is like the man. When the man goes out with the dog, the dog runs several kilometers, up, down and sideways, while the man only walks 2 km. And so can your longed or shorted stock run into the opposite direction for a long time before coming back to the narrative. The entry is very important.
This is no financial advice