1000x LIVE: Is The Soft Landing Officially Dead?

Смотреть на YouTube ↗  |  13 мая 2026, 15:23  |  54:50  |  1000x Podcast
Спикеры
Jonah Van Bourg — Руководитель отдела трейдинга, Cumberland / экс-Vitol
Avi Felman — Директор, GoldenTree Asset Management
Avi Felman and Jonah Van Bourg discuss rising inflation risks, US equity outperformance, the memory/AI trade, and Trump's China trip. Jonah remains bullish on Micron and the long US/short rest of world trade, while Avi trims risk and takes a small position in Illumina. They also touch on Bitcoin weakness and geopolitical tensions. - Inflation data (PPI) spooks markets, raising probability of rate hikes. - Jonah advocates long SPY short VXUS as a core macro trade. - Jonah sees Micron as undervalued due to memory commodity bottleneck. - Avi reduces risk, raises cash to buy dips. - Avi buys Illumina as a bet on Trump-China deal. - Bitcoin remains weak; Avi reduces exposure. - Discussion on China-Iran dynamics and oil supply. - Memory stocks seen as real demand-driven rally.
Идеи
Jonah Van Bourg Руководитель отдела трейдинга, Cumberland / экс-Vitol 10:44
Long US short rest of world
The US stock market will persistently outperform the rest of the world due to innovation, brain drain, and redistribution in Europe. A highly levered pair trade of long SPY and short VXUS captures this divergence with low volatility.
VXUS Выс.
Jonah Van Bourg Руководитель отдела трейдинга, Cumberland / экс-Vitol 10:44
Long US short rest of world
The US stock market will persistently outperform the rest of the world due to innovation, brain drain, and redistribution in Europe. A highly levered pair trade of long SPY and short VXUS captures this divergence with low volatility.
SPY Выс.
Jonah Van Bourg Руководитель отдела трейдинга, Cumberland / экс-Vitol 28:49
Micron undervalued memory bottleneck rally
Micron is undervalued at 35x trailing earnings because earnings could triple within a year due to a genuine memory commodity bottleneck and highly elastic demand from AI and autonomous coding agents. This is a demand-driven super trend, not a supply shock.
MU Выс.
Avi Felman Директор, GoldenTree Asset Management 40:36
Illumina potential China re-entry trade
Illumina (ILMN) is a small position bet on Trump's China trip leading to a deal that allows the company to re-enter the Chinese market after being blacklisted. The stock has not rallied on this news, offering asymmetric upside.
ILMN Сред.
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This 1000x Podcast video, published May 13, 2026, features Jonah Van Bourg, Avi Felman discussing VXUS, SPY, MU, ILMN. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jonah Van Bourg, Avi Felman  · Tickers: VXUS, SPY, MU, ILMN