Chapter 225: Late Night Secret Conversation (2)

Coincidentally, at this time there was another buzzing roar in the distance, breaking this awkward moment in time. Griffin really didn't know what to say.

"Someone is coming again!"

Griffin stood up and looked into the distance to hide his shock.

Over the next hour or so, four more fund managers arrived, and by the time Paulson was sure that no one else would come, the campfire was already full.

Zhong Shi was very surprised in his heart, because the people who came were all well-known masters in the industry, including Lei of Bridgewater United Fund, whom he had known for a long time. Dario, who has been in the limelight very strongly lately, Pershing Square fund manager William. Ackerman, there is also a veteran short seller Jim. Chanos, and Davy, who shocked the market among the shorting of the Remmen brothers. Einhorn.

With the addition of Zhong Seok, there were a total of seven hedge fund managers present, all of whom are the top in the industry, and if you count the amount of funds, the funds controlled by these people have reached a staggering $450 billion, which is equivalent to half of the GDP of South Korea, which ranks 13th in the world.

"What the hell are they going to do?"

While laughing with them, Zhong Shi muttered in his heart.

With the current posture, Paulson has a lot of plans, otherwise he would not have needed to gather such a luxurious lineup, which is definitely the best combination in the hedge fund industry.

"Alright, the people are here, let's get started, shall we?"

Seeing that everyone was almost familiar with each other, Paulson clapped his palms, attracted everyone's attention, and asked lightly, "As the convener of this event, before the official start." I think everyone should hand over their communication tools. ”

No one raised objections, and everyone silently took out their mobile phones and handed them to Land Rover, the only industry insider present. Nodding slightly at Zhong Shi, Land Rover's hands were like butterflies wearing flowers, quickly fiddling with the mobile phones, which soon became a pile of loose parts.

After nodding in satisfaction. Paulson then told Zhong Shi: "Actually, our main goal this time is to discuss the future trend of the world economy. I think that with our wisdom, we should be able to accurately guess the movements of those with guns. ”

"Gunmen?"

Thunder. Dario added a dead branch to the fire and asked, puzzled, "What are you talking about, John?" ”

As a hedge fund manager second only to Zhongshi in terms of the amount of funds under management in the field, Lei. Derio is far older than Paulson in terms of age and influence, but Paulson's performance in the last year has been nothing short of spectacular, so he acquiesced in the fact that Paulson was the convener of the meeting.

"This is a joke I just made with Mr. Zhong."

Paulson's nose fanned. Only then did I remember that other people didn't understand this "allusion", and immediately explained with a smile, "When we were hunting on the grassland just now, we compared animals to hedge funds like us, and institutions like the central bank and the Ministry of Finance to hunters with guns, and that's the way it is." ”

Only then did everyone suddenly realize.

"Wait!"

Before Paulson could speak, Zhong Shi suddenly said, "Gentlemen. Don't you feel weird? The people present involved almost all the capital markets, but only one of the most important markets was missing. i.e. the bond market. If we talk about the movement of gun owners, I think the fixed income market will be the first to be hit, and aren't we going to get involved in that? ”

"Oh, by the way, I forgot there's another person!"

Paulson slapped his forehead. Then it dawned on me, "That's right, Bill. Mr. Gross also agreed to join, but now there is a bit of a problem with Pacific Investment Management, and it seems to be infighting. So there's no way for him to get out of the way at the moment. But everything we say today will be communicated to him, and he will help when the time is right. ”

"What kind of help?"

Zhong Shi muttered to himself, but did not say anything. He knew that the mystery was about to be revealed, so he was not in a hurry at this time.

"Here's the thing, at the beginning of the year, I saw an article published by Mr. Zhong, I initially had such a plan, and after more than half a year of preparation and planning, I was finally able to bring everyone together today."

"My article?"

Seeing that everyone was looking at him, Zhong Shi pondered for a moment, and then remembered that he had only published an article recently, strictly speaking, an interview, that article published in the Greek newspaper "Daily" on the analysis of the Greek economy and even the world economy.

"Yes, that's the article!"

Ackerman slapped his face and said excitedly, "I also got inspiration from that article." But before Paulson approached me, I never imagined that the whole thing would turn out this way, and even now I think about it, I'm still excited. ”

"You agree with me!"

David. Einhorn also nodded repeatedly, "But the whole thing is full of uncertainty, and I thought about it for a long time before I decided to give it a go." Jim, what about your opinion? ”

"I have no opinion!"

Jim. Chanos said expressionlessly, "Where there is shorting, there is me." The more chaotic the market, the more opportunities there are, and this will be a good opportunity. ”

He has always been a man of few words, but every time he says something incisive. When everyone heard what he said, they all felt a chill in their hearts, and they couldn't help but feel a chill.

Of course, except for Zhongshi, who still doesn't know why.

"My article on the Greek economy?"

While quietly observing the reactions of several people, while thinking back to what he had said, Zhong Shi quickly realized what Paulson meant, and blurted out immediately, "You don't want to short Greece, do you?" ”

"No, what does this have to do with gold?"

The next moment, Zhong Shi categorically denied, "But what are you doing so far?" Don't expect me to believe that you are gathered just to talk about the next steps in the global economy and the policies of central banks to revitalize the economy. ”

"Of course not!"

Everyone's faces changed, and they all looked at Paulson, only to see that his smile did not change, and he said with interest, "It is indeed the person we have identified together, and you can guess from my few words." Gentlemen. Do you still have questions? ”

Hearing Paulson's words, the reactions of several other people except Zhong Shi were different, some nodded subconsciously, some frowned and did not speak, and some shook their heads slightly. He said he did not agree with Paulson's words.

"Are you testing me?"

Zhong Shi was so clever that he didn't understand anything, so he immediately lowered his face and said unhappily, "Gentlemen, if you can't say what you mean happily, I'm going to be out of company." ”

After saying that, he stood up and looked at everyone coldly. Raise your legs and get ready to walk out.

At this time, Land Rover was silently turning the antelope on the fire, and when he saw Zhong Shi get up, he shook his hand and quietly touched his waist. If the group behaved in any more unusual ways, he wouldn't mind shooting.

"That's right!"

Sitting next to Zhong Shi, Ray. Dario hurriedly grabbed Zhong Shi, "Relax, Mr. Zhong, the whole thing is actually like this." After becoming aware of your observations of Europe. We've thought about it carefully and decided to base our strategy on your opinions. Fully entered the European market. Because we refer to your opinions, we will still take your opinions as the main reference in our subsequent investment decisions. ”

"To put it simply, you lead us, you provide investment advice, and we invest together in the European capital markets. Oh. No, it's the macro market. ”

John. Paulson also stood up, and said with an anxious face, "That's all there is to it!" ”

"The whole thing is like this?"

Zhong Shi stopped and looked at everyone suspiciously. Puzzled, he asked, "I believe that everyone here is a master of macro aspects, so why should you refer to my opinion?" Besides, even if I say something, will you really listen to it? ”

"We are a loose alliance, all opinions are just references, and specific actions are still based on individual decisions."

Thunder. "But in my opinion, I'm inclined to believe you. Not to mention anything else, who of you here dares to say that your insight into the market and the degree of control over the overall situation can surpass Mr. Zhong's? ”

With Dario's support, the others naturally didn't say anything more, and even Paulson could only keep his mouth shut. Because firstly, what Dario said is true, and secondly, the combined scale of Dario and Zhongshi's capital management is more than half of the total amount of funds of this so-called "loose alliance", in this case, who else would refute it without interest?

Zhong Shi sat down again, and Land Rover quietly withdrew the hand that touched his waist.

"If that's the case, there's no need for you to make a trip yourself!"

Zhong Shi still didn't quite understand, but at this time, he already had an idea, and continued to think along the line of Greece, "Since you are eyeing Greece, and there is a clue about the national debt, it seems that you are planning to completely short Greece." ”

No one spoke, all quietly waiting for everyone's next step.

"Depending on your style, it's obviously impossible to stop at a certain point, because it doesn't serve the goal of maximizing profits, and it's unlikely to affect the price of gold." Zhong Shi continued to ponder, muttering to himself.

Still no one spoke, only the wind from afar rattled in the hunting grounds, as if in response to Zhong Shi's words.

"I see!"

Five minutes later, a thought that was so unbelievable suddenly popped into Zhongshi's mind that his pupils contracted violently from being so frightened that every muscle in his face was throbbing rapidly.

Because he was so excited, his body even trembled slightly, and his speech became unreasonable, "I see, because of the disappearance of the right to issue money, you plan to bankrupt Greece!" Oh my God, is this true? ”

"Wait......"

Without waiting for everyone to respond, Zhong Shi added, "It's not just Greece, but other potential countries, including those that are out of balance. Once panic is generated, it spreads quickly, and for political reasons, these things are unlikely to be resolved in a short time. Panic spreads, risk aversion will take effect quickly, and both bonds and gold will benefit seriously. Isn't that so? ”

"Gee, why didn't I think of that?"

This time, it was Paulson's turn to suddenly wake up, only to see him slap his thigh, and he couldn't help but regret, "Why didn't I think that other countries also have room to operate?" If that's the case, then we're really going to get rich! ”

Paulson's words undoubtedly confirmed Zhongshi's conjecture, and he woke up like a dream at this moment.

"Are you crazy?"

Zhong Shi pointed at the crowd with a slightly trembling finger and said, "God, do you know what you are doing? You are shorting Europe, strictly speaking challenging the European Central Bank and the governments. I see, no wonder you said you were going to deal with gunmen, it turned out to be this idea! ”

Challenging central banks, it's not like no one has done it before, Soros has done it, and Zhongshi himself has done it. But since 2000, with the exception of the volatile regimes in South America, this has rarely happened in the world, because the Asian financial crisis has taught central banks a painful lesson.

Now, Paulson has assembled a group of people ready to challenge one of the world's largest economies: the eurozone.

Most importantly, they also plan to nominate themselves as the leader of the alliance!

The world is crazy!

This is the only thought in Zhong Shi's heart at this moment! (To be continued......)

PS: Thank you book friends Amy, Huang Tianlong, Draw a knife and cut off oil, and Jiangnan Liu Feiyan for voting for a monthly pass! More exciting content will start soon, I hope to get the support of more book friends, the author is grateful~