Unhedged Stock picking champs 2025
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Jan 15, 2026 Alan Livsey, an asset management reporter for the Financial Times, joins the discussion on the intriguing results of the FT’s 2025 stock-picking contest. He highlights winners from the silver surge and discusses the impressive performance of emerging sectors like quantum computing. The hosts reflect on their contest outcomes, revealing personal strategies and risk assessments. Alan shares his gold stock picks and short positions, while Katie and Rob delve into defense stocks and S&P selections, adding layers of strategic discourse on market predictions.
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Silver's Massive Outperformance
- Silver outperformed gold in 2025 as a higher-beta play on precious metals.
- A late-year short squeeze and import talk amplified silver's rally.
Memory Chips Had A Banner Year
- Memory-chip stocks had a standout year due to structural supply deficits and AI demand.
- Micron, Seagate and Western Digital each surged roughly 200% in 2025.
Alan's 91% Run With Miners And Rocket Lab
- Alan Livsey achieved average returns of about 91% by picking precious metal miners and a speculative space stock.
- He balanced junior miners with operating profits and added Rocket Lab as a high-risk bet.