What defensive stocks, energy & Bitcoin are quietly telling you

• Investors are rotating from 'risk-on' growth stocks to 'risk-off' defensive sectors (consumer staples, utilities, healthcare) and energy, rather than fleeing the market entirely.
• Energy stocks are seen as a strong play due to high oil prices and their role as an inflation hedge in the current environment.
• Bitcoin is attracting capital as both a speculative 'risk-on' asset and a potential inflation hedge, indicating continued, albeit reallocated, risk appetite.

The video discusses a significant market rotation, not a flight to cash, driven by anticipated interest rate hikes. Kevin O'Leary suggests investors are rebalancing into defensive stocks, energy, and Bitcoin, viewing these as hedges or beneficiaries in an inflationary, higher-rate environment. This indicates a re-pricing of assets rather than a broad market collapse, with money moving from 'risk-on' growth to more stable or inflation-protected assets.