Here's Where Hedge Funds Are Seeing Opportunity

The video discusses hedge funds' performance in 2016, focusing on distressed debt and energy bets. It explores opportunities in the energy sector, particularly in restructured companies and stock picking. The impact of new policies on stock picking, healthcare, and industrial tech is analyzed. The dynamics of the oil market, including OPEC cuts and US shale, are examined. Finally, the video debates the cyclical nature of commodity investments, considering different perspectives on US and China policies.

What is the potential impact of protectionist policies in the US on emerging markets?

What are the contrasting views on the future of commodity-related investments mentioned in the text?