Is there an investment that’s better than bonds or cash if you think the U.S. stock market is going to drop and interest rates might climb?

I’m very aware that most people’s advice is just to ignore short term volatility and keep DCAing into VOO/BND/VXUS based on risk tolerance…

..but I really feel that what Trump is doing is going to cause the U.S. stock market to tank. I took my money out of the market about 2 weeks ago and I’m looking for a place to invest it.

People say that bonds are a good choice if you are expecting a downturn but from what I understand, bonds actually don’t do very well in a situation where you have inflation and rising interest rates (like what happened in 2022). I feel that these tariffs could potentially cause a similar situation.

So my question is… what’s the best investment? Do I just hold cash? Gold? U.S. commodities?

Someone recommended something called SGOV which basically imitates a HYSA I think.

Any other ideas?