“The Big Short” traders reveal their current investments and generate debate on Wall Street

“The Big Short” traders reveal their current investments and generate debate on Wall Street

Porter Collins, Steve Eisman, Vincent Daniel and Danny Moses, known for their role in the famous story of “The Big Short”, highlighted their preference for investments contrary to the market consensus.

Four of the most influential investors in the 2008 subprime crisis have revealed what assets they are currently betting on. Porter Collins, Steve Eisman, Vincent Daniel and Danny Mosesknown for their role in the famous story of “The Big Short”, highlighted their preference for investments contrary to the market consensus.

Investments in emerging markets and expectations about the dollar

During a conference on alternative investments in Miami, experts agreed that they seek opportunities in less popular assets. Porter Collins, co -founder of Seawolf Capital, said that emerging market shares, especially in Asia, represent an attractive opportunity due to their low assessment.

Vincent Daniel, his partner in Seawolf, agreed with this position, although for a different reason: he hopes that the dollar weakens in the coming months, which, in his opinion, will boost the value of assets in developing economies.

Betting for value shares and shelter assets

Danny Moses, founder of Moses Ventures and former integrant of Seawolf, maintains a conservative strategy with an inclination for value actions. In addition, it is committed to gold as a refuge to any possible global economic uncertainty.

For his part, Steve Eisman recommended investing in housing construction shares. The expert is confident that the Federal Reserve will reduce its restrictive monetary policy before the end of the year and that the new White House administration will boost the real estate sector.

CHANGE OF STRATEGY: Diversification on short positions

Unlike the financial crisis of 2008, when they made fortunes with short positions against the market, investors stressed that the best current strategy is diversification.

“What we are looking for are value titles that can benefit from a secular change in the markets,” Moses explained. “From a perspective of risk-reompensation, it is key to think beyond what others do.”

The comments of these experts have generated debate on Wall Street, since their history of successful predictions in times of crisis makes them influential voices within the financial world. Now, the market observes carefully if their new bets will follow the same path of success that made them legends of the investment.

Source: Ambito

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