I think it's a little too late to use this framing tbh. 4th turning talk is everywhere in normie land now, and has been for years. No alpha to be had with this framing, it's the consensus trade.

Also just because change is forced over time does not mean it is not controlled, it's less speculation and more trend spotting. Gold and commodities are hot right now because of panic, being late to that trend always takes decades to recover from.

Bitcoin is the obvious new institution, but it's highest CAGR is likely behind us. Not to say it still won't be the highest CAGR available, but there's a few other areas that can outperform.

New institutions = new productive capacity for a new era. Follow the productivity.

Space, Tesla, and Nuke tech are still upcoming institutions in terms of productivity.

I'd get whatever part of the SpaceX IPO reasonable. My spook nuke trust has been doing well as documented in @BlokchainB's threads... BWXT, OKLO notabaly.

Regime change in this "turning" means new defense primes as well, any exposure to Anduril would be worth getting... IPO to-be-determined. Keep an eye out for adjacent companies that will rise with that tide, I'm still on the lookout for these.

GOOGL is the only AI play I think with some juice left in the tank, fully integrated which is proving to be important, not hyped up like most. Largest data warehouse.

Probably some opps in health as the FDA/CDC and big pharma collapse as institutions in this "turning", psychedelic stonks just pumped yesterday because Joe Rogan was shilling DMT at the White House. More asymmetries like that will appear, I've been waiting almost 20y for nanobot surgery tech to appear.