A hedge fund manager's five-year-old call on Venezuelan bonds just got validated—and then some. Lee Robinson wasn't shy about his prediction when he set up shop focusing exclusively on the country: those bond prices could run up 10x over time. Sounds wild? That thesis is actually playing out now. What started as a contrarian bet is looking smarter by the day, proving that sometimes the boldest market calls need patience—and a genuine understanding of macro opportunities nobody else is paying attention to.