Buy These 3 ETFs Today To Get Rich When Markets Crash

Thesis

• Recessions are inevitable but create opportunities.
• To prepare for or benefit from a market downturn, consider allocating to three ETF-based exposure types that have historically performed well in past U.S. crashes:
  • Gold (paper or physical)
  • U.S. Treasuries (especially long-duration)
  • Defensive equity ETFs (income / staples / defense)
• Disclosure (repeated in the source): “investing has risks,” “I’m not a financial adviser,” and viewers/readers are urged to do their own due diligence.

Note: the presenter promotes a free investing master class / newsletter (sales/promotion).

Assets, tickers and instruments mentioned

• Gold: GLD, IAU (also discussion of physical gold vs. paper ETF exposure)
• Bitcoin / crypto and stablecoins
• U.S. Treasuries: TLT (20+ year Treasury ETF); transcript mentions “F” but likely refers to a 7–10 year Treasury ETF (commonly IEF) — transcript ambiguous
• Dividend / defensive ETFs:
  • NOBL (Dividend Aristocrats ETF)
  • VIG (Vanguard Dividend Appreciation ETF)
  • XLP (SPDR Consumer Staples ETF)
  • VDC (Vanguard Consumer Staples ETF)
  • ITA (iShares U.S. Aerospace & Defense ETF)
  • PPA (Invesco Aerospace & Defense ETF)
• Indexes referenced: S&P 500, NASDAQ
• Instruments: ETFs, physical gold, treasury bonds, Bitcoin, stablecoins/crypto

Historical performance and key numbers (as presented)

2020 (pandemic)

• S&P 500: dropped ~30% at one point, then finished the year up ~18%
• Gold: approximately +25% in 2020
• TLT (long-term treasuries): approximately +18% in 2020
• Bitcoin (during 2020 period): approximately +300% (speaker’s figure for the period)

2008 (Great Financial Crisis)

• S&P 500: ~-35%
• Gold: +~5%
• Long-term treasuries / TLT: +~28%

Dot-com era (2000–2002)

• S&P 500: ~-37%
• NASDAQ: ~-70%
• Gold: +~22%
• Long-term treasuries (2000–2002): ~+45%

2022

• S&P 500: ~-20%
• Bitcoin: ~-60%
• Gold: roughly flat

ETF fund counts / yields / payouts (as given)

• NOBL: requires S&P 500 membership; pays dividends and has 25+ years of annual dividend increases; yield cited ~2% at time of recording
• XLP: ~37 holdings
• VDC: ~106 holdings
• ITA: ~39 holdings
• PPA: ~60 holdings

Rationale and market mechanics explained

Gold

• Viewed as a hedge against dollar weakness, inflation, and macro fear.
• Historically rose in several recessions (2000–2002 and 2008); can sell off when recovery removes dollar-fear tailwinds (example: 2012).
• Cautions:
  • Gold does not generate cash flows (an insurance-like asset).
  • Recent rapid gains may reflect dollar worries or a speculative gold bubble.
  • ETFs (GLD/IAU) provide paper exposure, not necessarily physical ownership.

Bitcoin / Crypto

• Not equivalent to gold historically; sometimes correlated with tech risk-on, sometimes diverges from gold.
• Not a consistent inflation hedge in recent cycles; highly volatile.

Treasuries

• Price and yield are inversely related: in downturns investors seek safety, pushing treasury prices up and yields down.
• Historically, long-term treasuries have rallied strongly in recessions (see historical examples above).
• Cautions:
  • Treasuries are low-return “safety” assets and face macro concerns (high U.S. debt, confidence in the dollar).
  • ETFs provide simple exposure (e.g., TLT for long-term, IEF commonly used for 7–10 year).

Defensive equity ETFs

• Dividend-paying “safer” companies attract inflows during declines.
• Dividend aristocrats and dividend-grower ETFs target firms that reliably pay/increase dividends (NOBL, VIG).
• Consumer staples (XLP, VDC) are non-cyclical and often hold up or outperform in downturns.
• Defense/aerospace (ITA, PPA) can benefit during geopolitical tensions and are sometimes resilient in recessions.

Selection framework (step-by-step / implied)

1. Study past crash episodes (2000 dot-com / 2000–2002, 2008 GFC, 2020 pandemic) to identify recurring beneficiary asset classes.
2. For defensive equity exposure, apply filters similar to NOBL:
   • Large-cap (S&P 500 membership)
   • Pays a dividend
   • Long history of raising dividends (e.g., 25+ consecutive years) to indicate stability
3. Diversify into instruments that historically appreciate during downturns:
   • Gold (ETFs or physical)
   • Long-duration treasuries (ETFs)
   • Defensive equity ETFs (dividend aristocrats, consumer staples, defense)
4. Keep cash or capital ready to buy discounts when markets sell off.

Explicit recommendations and cautions

• Recommendation: Consider diversifying some of your money into gold, treasuries, and defensive ETFs to protect capital and potentially profit during recessions.
• Repeated cautions:
  • Returns are not guaranteed; you can lose money.
  • Do your own due diligence; the speaker is not a licensed financial adviser.
  • Gold may be in a bubble; treasuries are safe but subject to long-term macro risks (debt/dollar); Bitcoin is volatile and not reliably a gold substitute.
  • ETF exposure is generally a paper claim, not necessarily physical ownership of a commodity.

Additional caution in the transcript: an unattributed geopolitical claim that “Russia accused the United States of trying to devalue its $37 trillion of national debt using stablecoins, crypto, and gold” — framed as a macro/geopolitical risk to holders of dollars, stablecoins, or retirement funds (source not specified).

Macro context and thematic points

• Each crash had different triggers (“needles”) that popped bubbles:
  • 2020: pandemic — beneficiary sectors included healthcare & work-from-home tech
  • 2008: housing/credit — tech & consumer staples played roles
  • 2000–2002: dot-com/tech — defense & staples and geopolitical shocks were relevant
• Current (2025 in transcript) concerns cited:
  • AI bubble fears
  • Dollar devaluation concerns
  • “Everything bubble” (many assets at high valuations)
  • Timing of any recession is unknown

Presenters and sources

• Video presenter / narrator (unnamed; refers to “my firm” and offers a free master class).
• Historical episodes referenced: 2020 pandemic crash, 2008 Great Financial Crisis, 2000–2002 dot-com bust.
• ETFs and instruments mentioned: GLD, IAU, TLT, NOBL, VIG, XLP, VDC, ITA, PPA, Bitcoin, stablecoins.
• Unattributed geopolitical claim near the end regarding Russia and U.S. debt.

Optional follow-up (as stated in the source)

• The source offered: produce a short, actionable portfolio example allocating across the three buckets (gold, treasuries, defensive ETFs) with risk/return tradeoffs and rebalancing rules.