$QUANT - Quantitative strategies have performed strongly over the past five years, successfully adapting even in challenging value environments
$AI - AI and machine learning, particularly natural language processing for analyzing corporate statements, has delivered strong real-world performance for multiple years
Bearish:
$VALUE - Markets have become structurally less efficient and more susceptible to periods of irrational behavior than in the past
$RETAIL - Retail investors systematically underperform and transfer wealth to institutions, with increased retail participation creating more opportunities for professional investors
$BETTING - Online sports betting is unsustainable for consumers with zero chance of average bettors making money
$PASSIVE - Passive investing has theoretical limits as markets require active price discovery to function properly