Traditional Assets Are Not the Place to Be

When the dust settles, people are going to look at traditional assets very differently. I personally have been nearly 100% invested in metals for 20 years and sleep like a baby every single night. When rates rise, whether it be by the Fed, which I don't believe or by the market, which I do, then I think people will understand that this time is different. And I think traditional assets right now are not the place to be.