Smart Moves: Investors Bet on Gold and Emerging Markets for 2026

Three investors who made a name for themselves by predicting the 2008 financial crisis are now looking ahead to 2026. They see big changes coming for the US dollar and the global economy. These investors are Danny Moses, Vinny Daniel, and Porter Collins. They used to work together at a small investment firm called FrontPoint Partners. Now, they share their investment ideas on a Substack and podcast called What Are We Doing? All three investors agree on one big idea for 2026: the US dollar will keep getting weaker. They think this will be good for gold and some emerging markets. Danny Moses is the most bullish on gold. He has been investing in gold for years and thinks it will keep going up. He says the US dollar is losing its status as the world's most important currency. This is bad for the dollar but good for gold.Vinny Daniel agrees. He thinks the US dollar will keep losing value. He also sees big opportunities in emerging markets, especially China and Brazil. He says Brazil has high interest rates and cheap stocks, making it a good place to invest. Porter Collins is a bit more cautious. He also thinks the US dollar will keep falling, but he is not sure about gold. He says gold prices might drop a bit early in 2026. These investors are not as excited about the stock market as others. They think the stock market has been doing well because of AI, but they are not sure this will last. They are also worried about the US government's debt and global politics. They think these issues will keep putting pressure on the US dollar.