Why these strategists say 45% of portfolios should be invested in gold, metals and bitcoin

the argument: 45% of a portfolio should go into gold, metals, and bitcoin. strategists are making the case based on expectations from the trump-xi summit in beijing mid-may. they think positive outcomes there could prop up equity markets that already look toppy in the near term. the logic seems to be that even if stocks get a short-term boost from the summit, the underlying risks justify a heavy allocation to hard assets and crypto. no specific numbers on performance or timeframes beyond the may meeting date. the strategists are betting that whatever comes out of that summit won't change the longer-term case for gold, metals, and bitcoin as portfolio anchors.