However, I think this is a classic example of the category error the OP is talking about. Making accurate predictions isn't necessarily the same thing as asset management. Once you reach that level of fame, people will 100% target and trade against you, and when someone is that well-known, their market positions inevitably get exposed—how could they possibly handle that?

There are large and famous funds that have lasted despite all that you say. So it is very possible to achieve fame, have your positions known, and have people trade against you, and still not be forced into selling your entire public portfolio to satisfy a margin call.

This is why hedging and neurotic levels of risk-management are necessary. Running a highly levered and highly correlated portfolio is a disaster waiting to happen regardless of whether your overall thesis is correct or not.

That's fair and I guess we're about to find out! The thing to appreciate is there's a lot that's unprecedented about all of this. Some of it has to do with Leopold but then there's a whole lot that doesn't. I'll definitely be following along as the story develops over the years...