Hindsight Capital 2024 Part II: World in Turmoil
From China to Brazil to the Middle East, these bold risktakers made a lot of money in a fractured geopolitical landscape.
Picking market winners when politics were in turmoil in many parts of the world.
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Welcome back to our annual rundown of the trades put on at the beginning of the year by Hindsight Capital LLC, an imaginary hedge fund that has the gift of knowing how the year would work out in advance. This is not a totally serious exercise, and you can find all the assumptions we made here. However, it’s always interesting to look at the wins that could have been had with hindsight, and examine whether it would’ve been possible to identify them in real time.