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Hegde Fund Deleveraging #trading #stocks #bitcoin — Transcript

by Jordi Visser · 137 words · 20 segments · language en · Watch on YouTube

Full transcript

  1. 0:00I'm going to continue to say, the video
  2. 0:01I did last week, the AI bubble didn't
  3. 0:03pop, hedge fund leverage did. I fully
  4. 0:05believe this. You cannot run a levered
  5. 0:08portfolio where you have to make money
  6. 0:10within a month, or within a quarter, or
  7. 0:13within a drawdown level. This is not
  8. 0:15going to work in this world of AI agents
  9. 0:18being involved, but also
  10. 0:20I've shown this before.
  11. 0:22The destruction that will happen, the
  12. 0:24hackings, the amount of bad news, the
  13. 0:26geopolitical risk, every single thing is
  14. 0:28going to be popping up all the time.
  15. 0:30This year
  16. 0:31is just going to happen. We are never,
  17. 0:34and I repeat, never in a world of AI
  18. 0:36going back to a time where the market
  19. 0:39would move and not be worried for 6
  20. 0:41months. Never going to happen again.

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