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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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Trader Theory

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27,340 görüntüleme • 5 ay önce •via X (Twitter)

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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
3:08

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

Compound248 💰

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I asked Trump what he would have done for East Palestine if he were in office: “FEMA would have been here a long time ago”
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I asked Trump what he would have done for East Palestine if he were in office: “FEMA would have been here a long time ago”

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[WATCH] UDM leader Bantu Holomisa says if he were President Cyril Ramaphosa, he would have removed the DA from the GNU a long time ago. #Newzroom405
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[WATCH] UDM leader Bantu Holomisa says if he were President Cyril Ramaphosa, he would have removed the DA from the GNU a long time ago. #Newzroom405

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Mike Tomlin’s first public speech since stepping away from the Steelers as he and his wife Kiya are accepting the Patricia R. Rooney Award for Community Impact. “They often say you’re here for a good time not a long time… in Pittsburgh we were here for a long and good time.
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Mike Tomlin’s first public speech since stepping away from the Steelers as he and his wife Kiya are accepting the Patricia R. Rooney Award for Community Impact. “They often say you’re here for a good time not a long time… in Pittsburgh we were here for a long and good time.

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David Hunter has been calling for a melt up in Gold and Silver for many years and in 2025 his targets were hit. He's now updates his short term targets raising his gold target to $6800 from $5500 & silver to $180 from $125. Long term targets remain $20k gold & $500 Silver.
5:50

David Hunter has been calling for a melt up in Gold and Silver for many years and in 2025 his targets were hit. He's now updates his short term targets raising his gold target to $6800 from $5500 & silver to $180 from $125. Long term targets remain $20k gold & $500 Silver.

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Video resurfaces of Kai Cenat from a long time ago announcing he would be starting a clothing brand in the future, Fast forward to today he took a break from streaming and started working on his clothing brand but people are calling him “performative” for pursuing his dreams🫩🥀
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Video resurfaces of Kai Cenat from a long time ago announcing he would be starting a clothing brand in the future, Fast forward to today he took a break from streaming and started working on his clothing brand but people are calling him “performative” for pursuing his dreams🫩🥀

flame⛧

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This makes me sad & angry at the same time.... If the Yamuna were meant for an Islamic festival, Arvind Kejriwal himself would have cleaned it long ago....
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This makes me sad & angry at the same time.... If the Yamuna were meant for an Islamic festival, Arvind Kejriwal himself would have cleaned it long ago....

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Pritam Singh has really grown so much from the time he first contested in 2011 under LTK’s wing. It’s been so long since we had a rally, I almost forgot how good his speeches were. #GE2025 #WP
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Pritam Singh has really grown so much from the time he first contested in 2011 under LTK’s wing. It’s been so long since we had a rally, I almost forgot how good his speeches were. #GE2025 #WP

Shaun 🇸🇬

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More from Lilly Adrian Ramsay MP He talks about how he first dressed as a cross dressing man in front of his mum at the start of lockdown Asked if he was scared: no, he & his elderly mum were locked down in a remote French farmhouse - he had all the power
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Sensitive content

More from Lilly Adrian Ramsay MP He talks about how he first dressed as a cross dressing man in front of his mum at the start of lockdown Asked if he was scared: no, he & his elderly mum were locked down in a remote French farmhouse - he had all the power

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Vanta Frameworks for Growth is launching! First up is Garry Tan talking founders, AI, San Francisco, and where he'd channel his intensity if he were just starting out today.
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Vanta Frameworks for Growth is launching! First up is Garry Tan talking founders, AI, San Francisco, and where he'd channel his intensity if he were just starting out today.

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Breaking: Stanley Druckenmiller says he expects to lose money on his short bonds position $TLT He’s not using it for profit - he’s using it as a hedge against higher-risk bets in: - Korea, Japan & Brazil - Copper - Gold Important context: Druckenmiller knows he has a massive retail following. Timing matters. When a legendary macro investor publicly lays out positioning, you have to consider the possibility that exposure is already being reduced into strength. i.e. you are the exit liquidity!! No one gives away their full portfolio edge for free. I’m positioned the other way - 60% of my portfolio is long bonds $TLT
1:47

Breaking: Stanley Druckenmiller says he expects to lose money on his short bonds position $TLT He’s not using it for profit - he’s using it as a hedge against higher-risk bets in: - Korea, Japan & Brazil - Copper - Gold Important context: Druckenmiller knows he has a massive retail following. Timing matters. When a legendary macro investor publicly lays out positioning, you have to consider the possibility that exposure is already being reduced into strength. i.e. you are the exit liquidity!! No one gives away their full portfolio edge for free. I’m positioned the other way - 60% of my portfolio is long bonds $TLT

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Yvette Cooper goes after Danny Kruger: "The biggest threat to Arctic security comes from Russia. He would have a lot more credibility... if he & his new party would actually look inwards at themselves & do the long needed investigation into Russian influence in their party"
1:16

Yvette Cooper goes after Danny Kruger: "The biggest threat to Arctic security comes from Russia. He would have a lot more credibility... if he & his new party would actually look inwards at themselves & do the long needed investigation into Russian influence in their party"

Haggis_UK 🇬🇧 🇪🇺

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All the makeup artists were occupied so jungkook asked them after how long he should come back to get his makeup done & taehyung told him to just join the line behind him & they just sat in line behind jimin & started massaging each others necks.. MY VMINKOOK😭🥹
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All the makeup artists were occupied so jungkook asked them after how long he should come back to get his makeup done & taehyung told him to just join the line behind him & they just sat in line behind jimin & started massaging each others necks.. MY VMINKOOK😭🥹

VinterBear⟭⟬ ⊙⊝⊜ 💜⁷

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LeBron James says he could average 10 points in the NBA until he is 65 years old 💀 “I could average 10 points in the league for a long time. Like a long time. 65 or something like that. I don’t get fouls called for me anymore so I would say 3 layups and 4 FTs but they don’t call fouls for me. So if I get 2/3 layups a half that’s 12 points right there” LeBron also wouldn’t answer Tyrese when he asked him for his decision.
1:09

LeBron James says he could average 10 points in the NBA until he is 65 years old 💀 “I could average 10 points in the league for a long time. Like a long time. 65 or something like that. I don’t get fouls called for me anymore so I would say 3 layups and 4 FTs but they don’t call fouls for me. So if I get 2/3 layups a half that’s 12 points right there” LeBron also wouldn’t answer Tyrese when he asked him for his decision.

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My friend made $2 million last year running his own AI hedge fund. No MIT. No Stanford. No quant background. I asked him how he built the system from zero. He sent me the exact course that got him there. Bridgewater's 1 hour course on building an AI quant researcher. Their core team gave up the complete AI stack they run internally to manage $150 billion. If I had this a year ago, I would've built my hedge fund in a week instead of a year Bookmark this and read the article below. • 00:00 - building AI quant analyst • 25:30 - AI first hedge fund • 56:16 - inside Bridgewater engineering
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My friend made $2 million last year running his own AI hedge fund. No MIT. No Stanford. No quant background. I asked him how he built the system from zero. He sent me the exact course that got him there. Bridgewater's 1 hour course on building an AI quant researcher. Their core team gave up the complete AI stack they run internally to manage $150 billion. If I had this a year ago, I would've built my hedge fund in a week instead of a year Bookmark this and read the article below. • 00:00 - building AI quant analyst • 25:30 - AI first hedge fund • 56:16 - inside Bridgewater engineering

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Jordan got COVID in January 2022, & his life hasn’t been the same since. He shares how his life has been impacted by long COVID & urges Victorians to stay ahead of the virus with protective steps. Learn more about the symptoms & how to stay safe: 1/2🧵
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Jordan got COVID in January 2022, & his life hasn’t been the same since. He shares how his life has been impacted by long COVID & urges Victorians to stay ahead of the virus with protective steps. Learn more about the symptoms & how to stay safe: 1/2🧵

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I asked the Plasma CEO about how he's thinking about $XPL & if it's the best way to get long on stablecoins. His answer was very bullish for the community...
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Andy

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