$AI - AI is seen as a rapidly evolving technology with significant potential to impact various industries, including finance. There's high interest and frequent discussions about AI's role and future applications within Capstone.
$DERIVATIVES - Derivatives trading is viewed as a highly profitable business, especially during periods of market volatility. The odds of success in derivatives trading can significantly improve during high VIX events or market distress.
$HEDGEFUNDS - Active management and hedge funds are expected to perform well in the future market environment, particularly if central bank involvement decreases.
Bearish:
$CENTRALBANKS - The strong involvement of central banks in the markets over the past 17 years is viewed as an anomaly. This suggests a potential decrease in central bank influence on markets in the coming years.