Scott Minerd, Guggenheim's CIO, said he'd recommend short-selling crypto.
“It seems nearly certain that the trend in resource prices will continue to rise,” Jeremy Grantham said.
History shows that it's difficult to sustain economic expansion during a period of rising interest rates, she said.
Minerd called the monetary policy response an "inflation panic."
These assets will help as the economy expands and prices rise, says Karen Karniol-Tambour.
Dalio, 72, has contrasted political risks in the U.S. with recent economic growth in China.
During Cyrus Taraporevala's tenure, the firm's investment-management pretax earnings grew by 67%.
The world's largest asset manager also benefited from a rally in markets.
But she said it's clear that inflationary isn't transitory.
Completed sales of single- and multifamily houses, co-ops and condos were up 37% for the first quarter from a year earlier.