Three traders from ‘The Big Short’ have new ideas for 2026, including Danny Moses, Vinny Daniel, and Porter Collins, who foresee the same macro development. They discuss contrarian investment takes on their Substack and podcast, ‘What Are We Doing?’. Moses bets on gold due to the US dollar’s decline, while Daniel sees growth in emerging markets like China and Brazil. Collins also notes the dollar’s weakening and the potential for precious metals like gold. However, he cautions that gold prices may face a pullback in early 2026. The traders remain cautious despite the stock market’s recent gains.

Read more at Yahoo Finance: 3 veterans of ‘The Big Short’ all say they’re making this big macro bet for 2026