Traders from "The Downgrade Game" reveal the best investments in the midst of the soft-apocalypse

Traders Danny Moses and Vincent Daniel, who became the heroes of the movie "The Downgrade Game" thanks to their successful bets against the U.S. real estate market in 2008, named their most promising investments during the "software apocalypse". Experts prefer to invest in gold, shares of gold miners and Brazilian assets, without rushing to pick up shares of software developers that have fallen in value from the market.

The founder of the investment company Moses Ventures Danny Moses told CNBC that he expects further increase in the price of gold and securities of specialized companies. According to him, this business will remain stable, even if the excitement around the precious metal a little reduced. The trader noted: if we take as a basis the current quotations of gold at the level of $5000-5200 per troy ounce, then the shares of gold mining companies still have a significant catch-up growth.

"The price of an ounce could fall to $4,000 and these companies would still be profitable. The gold miners have fundamentally improved [performance]. I think they still have a long way to go [up]. So unless gold collapses into the abyss, gold miners are a great investment," Moses said.

Seawolf Capital co-founder Vincent Daniel is also optimistic about the yellow metal. "I don't think artificial intelligence will figure out how to [independently] extract gold from the subsurface," he said. "There are a lot of sectors that AI just isn't capable of hurting. Artificial intelligence can only improve their efficiency and cost structure," the trader added. Regarding the sell-off in shares of software companies, Daniel said he was "intrigued" by the decline in their value but had not bought them yet.

The expert named Brazil, in particular the iShares MSCI Brazil (EWZ) exchange-traded investment fund from Blackrock, as his main investment idea. This fund is up 24% in 2026. "We like the valuations [of the companies]. There's a high proportion of the mining and financial sectors. The easiest way to play that idea is EWZ," Daniel said. He added that if current Brazilian President Luiz Inácio Lula da Silva loses the October 2026 election, "you can just go va-bank."

In the morning of February 25, gold rose in price by 1% - almost to $5195 per ounce, partially recovering the losses of the previous session. Quotes are supported by geopolitical and trade uncertainty: on February 24, US President Donald Trump's new 10% duties came into force, which he plans to raise to 15%. The head of the White House also threatened new duties to countries trying to cheat on trade agreements. However, the growth of prices for the precious metal is restrained by lower expectations of the Federal Reserve's imminent easing of policy amid persistent inflation and a strong U.S. labor market, Trading Economics states.

This article was AI-translated and verified by a human editor