The idea of borrowing cheap in one place and investing for higher yield isn't new. Banks and investors borrowed German bonds to invest in Greek bonds, and investors borrowed in Japan to invest in Iceland. It works for a while until it doesn't. When you're levered the end goes from bad to worse, and usually has cyclical implications. (Forced sales to make margin calls depresses the stocks even more as people rush the exits)
An interesting but self-defeating ploy. If the system is set up to shrink/collapse, I'm not going to put my money into said system, even if you vaguely promise me 5-6% returns until collapse.
Not that my opinion matters as my net worth is marginal, and this outlook will probably get some of the doom and gloom crowd to sign up with his fund.
Funny how much of finance is marketing...how much of everything is marketing...
If it was positive NPV for them to keep quiet, every investor would.
CNBC and Bloomberg TV are full of talking heads all day long, though they only scratch the surface on potential fund managers.