Jeremy Grantham was in the Diary of a CEO podcast and, besides predicting yet another bubble, suggests disinvesting in the USA by investing in index funds that exclude the USA. Also a bit of gold/silver, plus bonds.
What do you think of this portfolio distribution?
[https://youtu.be/32u5T6lO8qk?is=90KnBpA-CoLEq-Dm](https://youtu.be/32u5T6lO8qk?is=90KnBpA-CoLEq-Dm)
