Vincent Daniel, co-founder of Seawolf Capital and an investor depicted in "The Big Short," discusses contrarian trades for 2026 and the potential impact of AI on the market. Daniel suggests that if AI is successful, it could lead to significant job cuts and economic shifts, further necessitating government intervention through monetary easing. He expresses skepticism about software companies' high valuations, questioning their long-term growth rates in light of AI advancements. Daniel favors investments in gold, natural gas, uranium, and emerging markets like Brazil, citing concerns about government overspending and the potential debasement of fiat currency. He also touches on private equity, noting the industry's growth following Dodd-Frank and the potential for credit problems.
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