Hedge fund manager Hugh Hendry is betting on Bitcoin (BTC) and low interest rates next year. He believes there are two tail risks in a short volatility investment strategy and questions whether it is better to invest in tech stocks such as Alphabet, Amazon, Apple, Meta Platforms, Microsoft, NVIDIA, and Tesla, or to buy Bitcoin and bet on low interest rates. Hendry compares the size of Bitcoin to the Invesco QQQ and highlights the importance of capitalization in the valuation of assets. He suggests that banks should be cautious about the value of collateral and considers reducing assets if markets permit.



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