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Billionaire hedge fund manager asked how he would build his portfolio from nothing if he were starting today for the first time, his picks were: 1. Long AI 2. Long Japanese equities 3. Long Gold & Copper 4. Bearish DXY & Bonds

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Druck on Positioning Today, 🐐Talk: Macro Backdrop: • US stock valuations stretched • Fed won’t hike; likely to cut • US economy strong and getting stronger • Disruption coming - good for macro trading style Portfolio Today: Long: • Gold: geopolitical hedge • Copper: tight supply even as demand grows (rolling front end on futures) • Eclectic Equities: Japan, Korea, mix of AI and non-AI; less AI weighted than prior 3 years Short: • US dollar • Bonds: hedge for nearly all scenarios he sees

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