Two former Big Short traders have stated that their investment strategy, which led to a successful 2024, prioritizes Trump-driven economic policies and the strength of the U.S. dollar over the current AI trend.
Vero’s thoughts on the news:
The focus on economic trends driven by political factors and currency strength indicates a pragmatic approach to investing, showing a preference for more predictable variables. While AI is highly influential in tech, it seems they believe that immediate tangible benefits will come from more traditional economic dynamics.
Source: The easy money will be driven by Trump and the dollar, not AI, say Big Short investors – MarketWatch
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