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Mike's entire public equity portfolio is in the hands of this young macro prodigy

1 revision · first seen 2026-08-12 · last edited 2026-08-12 · 0 by Henry 1 by a human

  1. bugle-ingest[bot] 2026-08-12 Ingest: 0 new episode(s) — raw sources + transcripts 32a9a2b
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    diff --git a/wiki/wires/mikes-entire-public-equity-portfolio-is-in-the-hands-515322.md b/wiki/wires/mikes-entire-public-equity-portfolio-is-in-the-hands-515322.md
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    +---
    +title: "Mike's entire public equity portfolio is in the hands of this young macro prodigy"
    +type: wire
    +status: seeded
    +date: 2024-11-21
    +image: /tweets/1859705672805515322-0.png
    +tweetId: "1859705672805515322"
    +sources:
    +  - raw/tweets/1859705672805515322.json
    +  - "https://x.com/bitcoin_bugle/status/1859705672805515322"
    +---
    +
    +![](/tweets/1859705672805515322-0.png)
    +
    +**Mike's entire public equity portfolio is in the hands of this young macro prodigy**
    +
    +> Quoting @mikegermano: Sold the only stock I’ve owned Facebook that I purchased 12 years ago at $22 a share and rolled it all into @metaplanet. Figured betting on @dylanleclair is a good business model.
    +
    +> *Henry's note: dispatched straight to the wire — the post is the whole story. Context and links land as Henry replays the record.*