What Avi's Betting on Outside of Crypto

Watch on YouTube ↗  |  September 16, 2025 at 21:30  |  3:30  |  1000x Podcast
Speakers
Avi Felman — Principal, GoldenTree Asset Management

Summary

Avi Felman outlines a portfolio concentrated outside crypto, centered on US equity indices, Robinhood, gold and silver, uranium, and Tesla. He frames gold and silver as a multi-year dollar-debasement and central-bank accumulation trade, uranium/URA as an energy-independence and nuclear-revival bet, and Tesla as the only public pure exposure to the robotics revolution. The clip also discusses global gambling culture and a more fractured, resource-nationalist world.

  • Avi says his current portfolio is heavily concentrated in NASDAQ and S&P index exposure.
  • He is long Robinhood to bet on growing global gambling culture and the launch of its social feed.
  • He owns gold and silver as a five-year bet on dollar debasement, geopolitical fragmentation, and central-bank accumulation.
  • He is super bullish uranium and long URA on energy independence, resource nationalism, and changing nuclear policy.
  • He is long Tesla because he sees it as the only public company offering access to the robotics revolution.
  • The discussion frames the macro backdrop as more fractured, with less trust in US leadership and declining dollar dependence.
Ideas
Avi Felman Principal, GoldenTree Asset Management 0:00
Core US index holdings.
Avi says his entire portfolio is currently just NASDAQ and S&P index exposure; he treats these as core index holdings that do not require further explanation.
QQQ SPY LOW
Avi Felman Principal, GoldenTree Asset Management 0:05
Robinhood wins global gambling culture.
Avi owns Robinhood as a bet on the increase in gambling culture around the world; he thinks HOOD is doing an amazing job capturing that trend and will continue to be the winner, with revenues growing and a new social feed that should bring more people into gambling.
HOOD HIGH
Avi Felman Principal, GoldenTree Asset Management 0:27
Gold and silver rise on debasement.
Avi owns gold as a five-year bet, and sees gold and silver as no-brainers: the world is becoming more fractured, the dollar has weakened, trust in US leadership is falling, and dollar dependence is fading. He points to Shanghai gold warehousing 7x-ing in the last year, expects central-bank gold accumulation to continue globally, and expects that to bleed into silver.
GLD SILVER HIGH
Avi Felman Principal, GoldenTree Asset Management 1:23
Uranium and URA on nuclear revival.
Avi is super bullish on uranium. He argues that free trade breakdown and geopolitical fragmentation are making resources more sought after and energy independence more important; nuclear power is the best route, political opposition is reversing in countries such as Canada and Germany, and countries should stockpile uranium. He is long the URA ETF.
URA HIGH
Avi Felman Principal, GoldenTree Asset Management 3:04
Tesla is only public robotics play.
Avi is long Tesla because he sees no other public company that gives access to the robotics revolution; he expects Tesla to lead robotics in the future, thinks people will crowd into the stock again, and notes that every other robotics company is private.
TSLA MED
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This 1000x Podcast video, published September 16, 2025, features Avi Felman discussing QQQ, SPY, HOOD, GLD, SILVER, URA, TSLA. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Avi Felman  · Tickers: QQQ, SPY, HOOD, GLD, SILVER, URA, TSLA