Calls
2
Ben Jones
Global Head of Research, Invesco
Win Rate
50.0%
return
+3.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 18
$1499.98
+15.6%
Non-US AI opportunities are underappreciated, and ASML is the obvious European AI chip stock to play the AI theme. ASML benefits from being the only major European semiconductor equipment maker exposed to AI-driven demand.
Foundry Equipment
Long
Mar 24
$404.13
-9.0%
The speaker stated that in a scenario where the war drags on, he would increase exposure to gold. He also cited gold's hedging properties against geopolitical risk, negative real rates, and "pain in the U.S." The current environment features high geopolitical uncertainty, structurally higher inflation, and central banks potentially cutting rates, which supports gold as a long-term portfolio hedge. LONG as a strategic, medium-to-long-term hedge within a diversified portfolio, not a tactical short-term trade. A rapid de-escalation and return to a disinflationary, low-volatility macro regime where haven assets underperform.
The speaker stated that in a scenario where the war drags on, he would increase exposure to gold. He also cited gold's hedging properties against geopolitical risk, negative real rates, and "pain in the U.S." The current environment features high geopolitical uncertainty, structurally higher inflation, and central banks potentially cutting rates, which supports gold as a long-term portfolio hedge. LONG as a strategic, medium-to-long-term hedge within a diversified portfolio, not a tactical short-term trade. A rapid de-escalation and return to a disinflationary, low-volatility macro regime where haven assets underperform.
Commodities
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Ben Jones has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: GOLD, ASML.
