"Reaganomics" in its enhanced version is coming? Top fund managers predict the golden age of US stocks, gold, and a strong dollar cycle

【BlockBeats】Recently, the founder of well-known investment firm ARK Invest expressed the view that the United States may enter a strengthened Reaganomics era in the next three years, which could bring a new wave of growth opportunities to the US stock market.

This seasoned investor reflected on early career experiences, when deregulation policies, tax cuts, and a stable monetary policy framework, combined with the effective use of national strength advantages, jointly drove a significant appreciation of the US dollar. The strength of the dollar often suppresses traditional safe-haven assets like gold, a logical chain that has been validated multiple times in history.

This judgment reflects a deep consideration of macroeconomic cycles. Improvements in the policy environment, stable monetary policy expectations, and the strengthening of the dollar’s position in the international market may reshape asset allocation patterns. For investors focused on global macro trends, this type of perspective provides an important reference—understanding how policy changes ultimately transmit to the performance of various assets.