They are probably probably running it with a bit too abstract language but this is arguably one of the top 3 asset allocation "innovations" in the last 50 years. There's a mindblowing rabbit hole in investing in financial instruments that begins with index funds, continues with the permanent portfolio strategy and ends up in return stacking. They should probably frame it like that.

https://www.youtube.com/watch?v=p5h3wVsM3Ps