不过，他既不会投票给特朗普，也不会投票给哈里斯。德鲁肯米勒称特朗普是个“吹牛大王”，认为他没有足够的威严来当总统，而他说哈里斯当总统会对商业不利。他没有给任何一位候选人捐款。Legendary investor Stan Druckenmiller stated that the market is digesting Trump's election victory, and the Federal Reserve's significant interest rate cut in September was a mistake. He also mentioned that selling all his nvidia shares was a major error.
Billionaire investor Stan Druckenmiller stated that the market is already pricing in a Trump victory ahead of the upcoming USA presidential election next month.
Druckenmiller said in a television interview on Wednesday that in the past 12 days, the market seemed to "strongly believe that Trump will win", "you can see it in bank stocks, and you can see it in cryptos."
However, he will neither vote for Trump nor Harris. Druckenmiller called Trump a "blowhard" and believed he lacked the necessary authority to be president, while he mentioned a Harris presidency would be unfavorable for business. He has not donated to any candidate.
The 71-year-old Druckenmiller previously managed funds for George Soros for over a decade and supported Nikki Haley's primary campaign against Trump. He predicted that even if Harris wins the presidential election, it is highly unlikely for the Democratic party to gain control of Congress.
He said that in the event of a potential "blue sweep", the stock market may face challenges for three to six months. However, he also mentioned that the likelihood of a "red sweep" is higher under a Trump presidency compared to a "blue sweep".
Scott Bessent, who previously worked at Soros Fund Management, has been advising Trump's campaign team on economic issues. He proposed the idea of establishing a shadow chair for the Federal Reserve, where the shadow chair could potentially compete with the current chair Powell before his term ends in May 2026.
However, Druckenmiller stated that a shadow Federal Reserve is a "terrible idea, it is irresponsible".
He said that the Fed's 50 basis point rate cut in September was a mistake, and his company Duquesne Family Office shorted bonds after the Fed announced the rate cut.
Druckenmiller believes that the market needs to moderate expectations for the central bank's pace and extent of easing.
He also said on Wednesday that his decision to sell Nvidia this year was a "big mistake." He said: "In my investment career, I have made many mistakes, one of which is selling all of Nvidia between $800 and $950. It tripled within a year, and I thought the valuation was high. Nvidia is an excellent company, and if the price falls, we will intervene again. But for now, I am licking my wounds for a bad sale."
