
Stock picking champs 2025
Unhedged
00:00
Alan's portfolio strategy and shorts
Alan details his gold stock picks, speculative Rocket Lab bet and rationale for shorting GAM and Celine-owner Kering.
Play episode from 09:40
Transcript

Alan details his gold stock picks, speculative Rocket Lab bet and rationale for shorting GAM and Celine-owner Kering.