Calls
6
Cho Won-kyung
Professor of Economics, Sejong University
Win Rate
-
return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 21
$107.89
-
The euro is stronger than eurozone fundamentals would suggest because global liquidity is abundant, and he thinks investors should hold strong currencies as part of diversification. He specifically notes the euro's strength despite Europe's weak growth.
FX & Currencies
Long
Jan 21
$392.37
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He would keep semiconductor stocks because the memory shortage and AI cycle may make this an unusually long cycle, though he acknowledges it is more cyclical and less stable than gold or Gangnam real estate and he would sell before the peak.
Thematic ETFs
Long
Jan 21
$240.27
-
In the current state-capitalism environment, government military spending supports the defense industry, and the speaker says defense stocks are more comfortable to hold than ESG stocks, which have high costs and weak profitability.
Thematic ETFs
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Cho Won-kyung has 6 trade ideas tracked on Buzzberg across 11 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
