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M

Marc Seidner

★ 5.0 Posted today

Managing Director, PIMCO

10 ideas · 10 tickers · tracked since May 2026

Theme exposure 3 picks · 2 themes

Other · 2 · 67%

Macro · 1 · 33%

Pick return distribution n = —

Live distribution of all picks with entry price. Right tail = home runs.

<−30%

−30/−10

−10/0

0/+20

+20/+50

+50/+100

>+100%

Bottom 10%

—

Median

—

Top 10%

—

Total picks

3

3 L / 0 S

Win-rate · live

—

—

Avg return · YTD

—

L — S —

Best

—

live YTD

Worst

—

live YTD

Long / short

3 / 0

100.0% long bias

Ticker

Side

Conv.

Theme

Entry

P&L

Thesis

Date ↓

×N

Src

LONG

HIGH

Other

$182.64

—

EM bonds offer high real yields

May 01

×1

YOUTUBE

LONG

HIGH

Macro

$95.75

—

EM bonds offer high real yields

May 01

×1

YOUTUBE

LONG

MED

Other

$18.32

—

Long broad-based commodities

May 01

×1

YOUTUBE

Showing all 3 thesis picks (YTD, with entry)

Direction3 picks

Long3

Short0

Best & Worst callslive YTD

↑ BEST 3

↓ WORST 3

Source mixwhere they post

YouTube 100%