x.com/Geiger_Capit... 읍내글보다가 발견한 채권왕 인터뷰인데
- LONG Korea + Japan (+ Brazil)
- LONG Copper (AI + tight supply)
- LONG Gold (geopolitics)
- SHORT Bonds ㅋㅋㅋㅋ 채권왕이 채권숏하는 기이한 시대인듯
x.com/Geiger_Capital...
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