Investors / stance tracking
What Joe Duran is saying
CEO, Rise Growth Partners
8 dated public stances tracked since 2025-01-18, most recently 2025-09-05. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Joe Duran's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Joe Duran is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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8
tracked stances
7
themes
0
side flips
2025-09-05
last heard
Returns 90d -1.4% (n=8) · 180d +1.6% (n=8) · 1y +13.5% (n=8)
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| BANKS | 1 | 1 bullish | 2025-01-18 | |
| BITCOIN | 1 | 1 bearish | 2025-03-01 | |
| INTERNATIONAL / FOREIGN EQUITIES | 1 | 1 bullish | 2025-09-05 | |
| Long Dur Treasuries | 1 | 1 bearish | 2025-07-03 | |
| SPX | 1 | 1 neutral | 2025-08-29 | |
| USTS | 1 | 1 bullish | 2025-01-25 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-09-05
INTERNATIONAL / FOREIGN EQUITIES
bullish
Wealthion · video
Foreign equity valuations are significantly lower than US valuations, creating a relative opportunity especially if tariff-related uncertainty weighs on US markets.
“investing in the foreign countries, their valuations are significantly lower than the US right now”
Are Rate Cuts Now a Done Deal? | Rise UP!
2025-08-29
SPX
neutral
Wealthion · video
With seven stocks now driving 34% of S&P 500 market cap at valuations resembling 1999, shifting to equal-weight reduces dangerous concentration risk in the Mag 7 without requiring a market-timing bet
“get into an S&P equal weighted so you don't have the heavy weighting to those seven stocks”
From Fed Shake-Ups to Tariff Trouble: Protecting Your Portfolio Now | Rise UP!
2025-07-03
Long Dur Treasuries
bearish
Wealthion · video
The spread between short-term cash (~4%) and 10-year Treasuries (~4.5%) is too thin to compensate for the heightened rate risk created by the Big Beautiful Bill adding trillions to the deficit, so laddering rather than extending duration is preferred.
“you're not getting rewarded for that increased possibility if rates go even higher”
It’s Now A Long-Term Buy the Dips Market | Rise UP!
2025-04-11
short MAGNIFICENT 7 / US LARGE-CAP GROWTH / long US VALUE STOCKS / long INTERNATIONAL EQUITIES
pair
Wealthion · video
Mag7 and US equities have dramatically outperformed for a decade, leaving them overweight relative to plan; underperforming asset classes (value stocks, international) historically recover better in corrections, so rebalancing into them now is both…
“balance away from the MAG7 into value stocks, away from US into international…the asset class that is underperformed typically does better”
Volatility! What Investors Must Know & Do Now | ft. Benjamin Wallace & Todd Herman | Rise UP!
2025-04-01
VALUE STOCKS AND INTERNATIONAL STOCKS
bullish
Wealthion · video
The current AI/Mag7 concentration mirrors the 1999–2000 Nifty 50 bubble; when that concentration cracked, value and international held up well, and the same multi-year regime shift is underway now
“value stocks did fine in that time. International stocks did fine in that time”
Markets Brace for April 2nd Tariffs: What Investors Must Do | Ft. Peter Boockvar & Benjamin Wallace
2025-03-01
BITCOIN
bearish
Wealthion · video
Bitcoin is a pure risk asset highly correlated to Nasdaq and Mag7—not a store of value or hedge—and faces accelerating regulatory headwinds as the North Korea $1.5B hack and its use by rogue nations forces governments to restrict untraceable crypto
“Bitcoin is showing you it is not a place to hide when volatility is high”
90d -21.0% · 180d -31.0% · 1y +23.5%
This Week’s Must-Know Market News | ft. Peter Boockvar & Andy Schwartz | Rise UP!
2025-01-25
USTS
bullish
Wealthion · video
Bonds have pulled back from 4.8% to 4.4-4.5% on the 10-year, making rebalancing into fixed income attractive relative to overextended equities
“investing a little bit more in bonds, which have pulled back...probably in the 4.5, 4.4% on a 10-year”
90d +3.3% · 180d +3.5% · 1y +7.2%
This Week’s Must-Know Market News | ft. Scott Schwartz | Rise UP!
2025-01-18
BANKS
bullish
Wealthion · video
Goldman Sachs and JP Morgan are benefiting from a booming M&A and IPO cycle driven by animal spirits in the C-suite, reduced regulation under the incoming administration should expand margins further, and valuations remain well below tech with solid dividend…
“if you're an investor and these stocks are still relatively well priced you can still make some good money”
90d -18.4% · 180d +1.1% · 1y +9.4%
This Week’s Must-Know Market News | ft. David Mandelbaum | Rise UP!
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