2026-01-07 14:21:17

Today we discussed the $VEMY fund—a high-yield bond tool that is easy to overlook, managed by Stone Harbor, and notably holds Venezuelan bond positions among many ETFs. This allocation may seem risky, but it has actually made the fund a big winner. The strong performance of Venezuelan, Lebanese, and Ecuadorian bonds has helped $VEMY deliver a 50% return over the past three years, directly surpassing competitors like $EMHY. Yesterday, we connected with the fund manager Jim Craige on the show. His market insights are truly impressive, and he shared many practical experiences. For investors seeking differentiated allocations in the high-yield bond space, the operational logic of this fund is definitely worth a closer look.

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· 01-09 01:48

Venezuela bonds are truly amazing this time, it feels like a gambler's mindset but still making money --- $VEMY this configuration is indeed a bit crazy haha, but the data is there, 50% returns are no joke --- Jim Craige really knows his stuff, watch how he strikes gold from junk bonds --- High-yield bonds require something different, what's the point of following $EMHY --- Can Lebanon and Ecuador bonds have made money before? I need to study them carefully --- Despite such high risk, still able to outperform, this fund manager definitely has skills --- 50% three-year returns, in a different league from traditional high-yield funds --- Seemingly risky but actually scientifically allocated, this is where alpha lies --- I've looked at $VEMY but haven't delved deep, now I kind of regret it

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LiquidationWatcher

· 01-07 14:51

Can Venezuelan bonds turn around? This is so exciting, it feels like betting on the fate of the country. --- 50% return in three years, this yield is really crazy, but I’m still a bit hesitant. --- Jim Craige really knows his stuff, but holding positions like Venezuelan bonds definitely requires mental preparation. --- The term "crushing EMHY" is spot on, but the water in high-yield bonds is too deep. --- Differentiated allocation sounds appealing, but in practice, it’s playing with fire. --- I need to think more about the logic behind Stone Harbor; I feel the risk is underestimated. --- Lebanese bonds are also in this mix? This fund manager is really bold.

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DEXRobinHood

· 01-07 14:51

Whoa, can Venezuelan bonds really earn 50%? How bold do you have to be? Jim Craige really dares to play --- $VEMY this idea is quite brilliant, taking advantage of things others dare not touch—that's information asymmetry --- Three years 50% vs competitors, what does it mean? Most people are still sleeping soundly in safe, garbage bonds --- The high risk, high reward theory finally has a real example, but what if this wave reverses? --- Stone Harbor understands the game, daring to match with Venezuela shows the underlying logic is sound, not just pure gambling --- Feeling a bit regretful for not jumping in earlier, can I still catch the opportunity now by following Jim's approach

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GasFeeCrybaby

· 01-07 14:47

Damn, did Venezuela bonds turn around? This can even make 50%... Is it real? --- $VEMY this move is indeed a bit crazy, but crazy in a profitable way. --- Talking about differentiated allocation sounds nice, but in reality, it's just betting on geopolitical risks. I'm still cautious. --- Jim Craige really knows his stuff, but I still don't trust South American bonds... Too exciting. --- A 50% return in three years is definitely visible, but you need to have very good sleep quality to handle it. --- $EMHY being crushed is indeed a bit desperate, but that's what happens when you dare to gamble and win. --- High-yield bonds are basically gambling for your life. $VEMY just happened to win the gamble. I'll still just relax and collect ETF interest. --- What valuable insights did the live stream share? Honestly, it's just betting on Venezuela rising. --- That 50% number is too tempting... but Venezuela? Forget it, I'll stick to some stable options.

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PensionDestroyer

· 01-07 14:22

Bro, VEMY really dares to play, even heavily holding Venezuelan bonds. That takes a big heart. 50% profit in three years? That's even more aggressive than my bottom-fishing in Shiba, lol. Jim Craige is really talented. No wonder he can make a fortune in this chaos.

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