Most rationalists are heavily invested into AGI in non-monetary ways — career paths, free time, hopes for longevity/coordination breakthroughs. As other commenters have pointed out, if humanity achieves aligned AGI in the future, financial returns will feasibly be far less important. Given that, maybe the best investments are to bet against AGI as a hedge for humanity not achieving it.
There are 3 futures: If we achieve aligned AGI, we win the game and nothing else matters*. If we achieve misaligned AGI, we die and nothing else matters. If we fail to achieve AGI at all, then we’ve wasted a lot of our time, careers, and hopes. In that case, we want investments to fall back on.
In that 3rd future, what commodities and equities are most successful? Can we buy those now?
*subject to accepting the singularity-like premise.