Hard assets (like gold and oil) could structurally outperform the stock market over a 5 to 10 year period.
"I think that's a very real possibility that hard assets like gold and eventually commodities like oil could outperform the stock market and that could last a while. What if we are actually in one of those 5 to 10 year scenarios where this capital rotation happens like the 1970s or the early 2000s where hard assets structurally outperform the rest of the financial market."
