Obviously I am highly regarded and I don't know what I am doing.
At the same time I don't understand why I should not buy bonds now. This is my thesis:
\- 10y bonds are paying pretty well, let's say 5%
\- the stock market is kept up by AI hope
\- AI is a bubble and the evaluations are highly regarded
\- the bubble will pop, give it a year max
\- the shit show after the pop will be massive
\- the economy will suffer
\- interest rates will be cut to help the recovery
\- my bonds' price will grow massively
They are not as risky as other assets, worst case I will have some bonds in my portfolio.