Calls
2
Felix Jiao
Macro strategist
Win Rate
100.0%
return
+0.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 20
$414.82
+1.9%
Felix Jiao argues Treasury Secretary Bessent's long-end buyback expansion is a form of yield-curve control/QE-like debasement. The dollar is the exhaust valve, and the clean expressions of debasement are gold and Bitcoin, which are not US assets and are less exposed to foreign capital flow issues. He has been buying both and wants to hold for at least six months, saying don't fight the Treasury.
Commodities
Long
Aug 20
$134.53
+0.0%
Felix Jiao is long oil, arguing the Iran/Strait of Hormuz situation has no deal, oil quietly ticks up every day without people talking about it, and that keeps inflation and long-end bond yields unruly. He mentioned being long oil in the Forward Guidance clip.
Commodities
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Felix Jiao has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: GOLD, BNO.
