When a 'everything bubble' bursts (as opposed to contained bubbles like tech in 2000 or housing in 2007), there is no hedging strategy that works because there is nowhere to be positioned that is safe; this is the fundamental crisis Ben is trying to anticipate.

causalpending

Speaker

Ben Hunt

Evidence Quote

when you've changed the whole system when it's a when it's an everything bubble which basically we have it's an everything bubble when that bubble bursts that's different from oh the commercial banking system there's a bubble that bursts there... what do you do and I I don't know how you prepare for the bursting of the bubble of everything

Source

Making Sense of Markets in a Post Election World | Grant Wiliams and Ben HuntExcess Returns
Created: 8/11/2026, 7:30:05 AM

My Notes

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