3 veterans of 'The Big Short' all say they're making this big macro bet for 2026

• Years aft shorting the lodging market, 3 traders featured successful 'The Big Short,' person caller ideas.

• Danny Moses, Vinny Daniel, and Porter Collins each person akin views heading into 2026.

• Though each 3 expressed it differently, the 3 traders person the aforesaid macro view.

Michael Burry gets a batch of attraction these days, but determination were a fistful of different traders who besides saw the illness of US lodging marketplace coming from a mile away.

Three of them told Business Insider precocious that they're each betting connected the aforesaid macro improvement successful 2026.

Among the traders who roseate to fame during the subprime owe situation were the members of a tiny investing steadfast called FrontPoint Partners. They included Danny Moses, Vinny Daniel, and Porter Collins. All 3 person near the institution and present collaborate connected a Substack and podcast titled What Are We Doing?, connected which they sermon contrarian concern takes.

Business Insider precocious asked each 3 traders astir their highest condemnation calls heading into 2026, and each had a akin answer.

In short, the trio highlighted a slow-burning macro displacement that they spot putting unit connected the US dollar.

The banal marketplace has enjoyed a twelvemonth of mostly upward momentum successful 2025, chiefly benefitting from the AI trade, an country Moses has expressed immoderate skepticism about. But the 3 traders are maintaining a reasonably cautious outlook arsenic they hole for the coming year.

Moses told Business Insider that if helium had to explicit his precocious condemnation macro presumption for 2026 done 1 trade, it would beryllium betting connected gold, a cornerstone of his investing strategy for respective years.

He believes that adjacent aft gold's breakout year, the precious metallic is poised for much maturation arsenic the dollar's lasting arsenic the world's reserve currency wanes. He noted that helium doesn't spot thing up that could derail gold's rally.

"Between the geopolitics and the sovereign indebtedness levels, I deliberation it conscionable continues to determination higher," helium said. "To me, golden is the happening that radical should ticker arsenic an denotation for economical stableness oregon macroeconomic stability, including the US dollar."

Moses highlighted a weakened US dollar, noting that a diminution successful the US currency tends to coincide with beardown golden prices.