The speaker highlights that high inflation and a shift towards monetary policy are currently affecting the global economy. She suggests gold has an important role in portfolio construction at this time. Moreover, the speaker emphasizes that equities are a relevant choice, that digital assets and cryptos can be a new technology, and that corporations are trying to devalue the dollar. In this regard, with reference to the chart, the speaker highlights gold as the most useful asset, mentioning several countries have sought physical delivery of their gold positions. He highlights that these factors favor Ethereum over Bitcoin.