“Big Short” traders Danny Moses, Vincent Daniel and Porter Collins are focused on one of their top long bets: gold. “I just don't think Americans have enough gold in their portfolios,” Collins told CNBC's “Fast Money” in an exclusive interview this week. The three investors are famous for their successful bets on the housing market before the 2008 crisis. Collins, who co-founded Seawolf Capital with Daniel, said massive purchases by global central banks and the U.S. budget deficit were reasons for buying gold. “If you just think about that dollar in your wallet, it's going to be worth less tomorrow,” Collins added. “I think in… one, two, three, five, 10 years, you're going to make a lot more money in gold than you can in U.S. Treasuries, and I don't think that's true at all. That will change. Gold futures for 2024 are up about 15% but still below the all-time high of $2,488.40 set on July 17. Daniel and Collins' company highlighted gold in its annual report to shareholders this month. It’s unclear whether this is bearish or bullish. “We remain very bullish on gold, gold mining, silver, platinum group metals (PGM) and Bitcoin,” they wrote. “This group leads our dollar depreciation thesis. This theme has been on and off over the past four years, but along the way, we have bought almost every dip.” Danny Moses, founder of Moses Ventures, is also bullish on gold. In a special email to Fast Money on Monday, Moses wrote that he has a “significant long position” in the Sprott Physical Gold Trust. This exchange-traded fund holds gold bullion. According to the Sprott website, it aims to give investors access to the yellow metal “without the inconveniences characteristic of direct investment.” As of Friday's close, the Sprott Physical Gold Trust was up more than 16% year to date.