Earlier quoted context omitted.
>The market is going to struggle to absorb It's very unlikely, part of the reason why valuations are so high is because there is so much money, not just in the US, but globally, that is desperately seeking a place to park.
You're thinking backwards. The money is parked in these companies. They basically figured out a strategy to maximize return in an environment where the public market is dominated by passive capital. It's time for Google/Elon/Softbank/sovereign wealth funds, etc to cash out. For you, it's time to tilt to bond and value.
Buying bonds in this day and age is asinine when Bitcoin has outperformed stocks and bonds by magnitudes and will continue to do so as more countries seek to distance themselves from the dollar and the federal reserve gets more desperate with its printing.