Explaining Korean Stocks and the AI Memory Trade - Rekt Mando

from Threadguy Live · host Counterparty

Threadguy sits down with Rekt Mando, the macro trader who quit tradfi distressed credit to chase all-time-high breakouts and has been pitching the Korean stocks trade for weeks. Mando covers why he faded the war hard, what's changing in Korean governance, why the Chaebol discount is finally cracking, and how Samsung and SK Hynix are sitting on a structural memory bid. He gets into how all momentum traders are converging across crypto and microcap stocks, what AI bottlenecks are real vs hallucinated, why SaaS is the new altcoin trade, and the moment that flipped him from buying distressed bottoms to chasing all-time highs. Closes on the emerging markets he refuses to bid and the one Asian country he sees second to Korea.

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This episode is 59 minutes long.

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This episode was published on May 5, 2026.

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