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3 veterans of 'The Big Short' all say they're making this big macro bet for 2026
Yahoo Financeยท 2025-12-28 18:30
Group 1 - The core viewpoint of the traders is a macro shift that will pressure the US dollar, with a cautious outlook for 2026 [3][7] - The stock market has seen upward momentum in 2025, largely driven by AI, but skepticism remains regarding its sustainability [3][4] - The traders are focusing on gold as a key investment, predicting its continued growth as the US dollar's status declines [4][5] Group 2 - Danny Moses emphasizes that gold is a critical indicator of economic stability and expects its price to rise alongside a weakened US dollar [5][6] - Vincent Daniel anticipates the continuation of the debasement trade in 2026, suggesting it will outperform the S&P despite potential volatility [6]