What Avi's Betting on Outside of Crypto

Look, my entire portfolio right now is just NASDAQ and S&P, which I don't need to explain to you. That's just an index. HOOD, because I want to bet on the increase of gambling culture around the world, and I think HOOD is doing an amazing job at capturing that. I think it will continue to be the winner. Revenues continue to grow, and they're launching a social feed, which is going to bring people in for gambling. Huge.

1. Gold Becomes The Core Hedge

I own gold because I think that—and this is like a 5-year bet—gold and silver specifically are no-brainers, man. The world is trending into a more fractured state. The dollar is down a huge amount against other currencies this year. People don't trust the U.S. to be leaders anymore because the U.S. doesn't want to be a leader anymore. It wants other people to take care of its own problems.

2. Central Banks Are Buying Gold

The idea of a dollar-dependent world is just not true anymore. If you look, there's a chart published today that shows the amount of gold warehoused in Shanghai has literally increased 7x in the last year. That's going to continue, and it's going to continue across the world. You're basically front-running the biggest DAT in the world, which is central banks accumulating gold. That's going to bleed over to silver.

3. Uranium Gains Geopolitical Momentum

Uranium—I've talked about this thesis before, a while ago, but I'm super bullish on uranium specifically. One, dude, just look at the chart. But from a geopolitical perspective, resources are getting more highly sought-after because, in a world where free trade breaks down, you don't want to have too many dependencies on countries that could turn against you.

4. Nuclear Power Drives Energy Independence

That's what a lot of leaders are thinking longer-term right now. They're thinking, “Okay, well, we need to be—we can't rely on Russian oil or oil from Kazakhstan. We can't—we need to be energy independent.” Nuclear power is the best way to do that, and it's been held back for a long time specifically because of politics. You're seeing that change. You're seeing Canada change its tune. You're seeing Germany change its tune. You're seeing all these countries that used to be against nuclear energy changing their tune, thinking, “Okay, maybe we should actually invest in this because it's the only way to be energy independent for countries. This is especially true for countries that don't necessarily have direct access to other resources. Basically, you just buy and stockpile as much uranium as you possibly can right now because it'll last you forever. You want to start generating electricity within your own borders. Very simple stuff.”

I think renewable energies are going through the roof because of this.

Yeah, I think so too. Mainly on the uranium part. I think it's a change in politics.

Which ETF are you long?

URA.

URA. Okay. And then—

5. Tesla Will Lead Robotics

I'm long Tesla because I think there are no other public companies on the market where you can get access to the robotics revolution. People are going to crowd into Tesla again because it's the only—it's like the robotics play, right? It's going to be the leader in terms of robotics in the future. Every other robotics company is private. Tesla is not. Buy Tesla.