Calls
3
Lindsay Rosner
Head of Digital Assets, Grayscale
Win Rate
100.0%
return
+7.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 22
$63.27
+0.0%
There is a clear relative value opportunity between Emerging Markets and Europe. Europe is highly unattractive due to its sensitivity to energy shocks as a net importer. In contrast, certain emerging markets are better positioned, making a strategy of leaning into EM and out of Europe compelling.
Equity Indexes
Long
Apr 22
$64.21
+9.4%
The US banking sector has performed tremendously well and remains an overweight position in our portfolios. This suggests a continued positive outlook for the sector.
Thematic ETFs
Long
Apr 22
$156.89
+11.9%
Investors should remain overweight equities and adopt a barbell strategy. The market structure has changed due to algorithmic trading and retail participation, making deep 'retests' after selloffs less likely. The optimal approach is to hold both technology stocks for growth and cyclical stocks to capture the broadening global recovery.
Thematic ETFs
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Lindsay Rosner has 3 trade ideas tracked on Buzzberg across 3 tickers since April 2026. Most covered: XLK, EEM, KBE.
