A hedge fund manager who pulled off impressive returns last year is now eyeing some serious plays. Ben Cleary's fund more than doubled its capital, and he's got his sights set on what's unfolding in Venezuela right now.

The geopolitical shifts happening could open up some major investment angles. These kinds of moments—when political dynamics create market dislocations—are exactly when savvy portfolio managers look to capitalize. The question isn't whether opportunities exist; it's whether investors have the stomach to move when conventional wisdom says otherwise.

For traders watching macro developments, this is a case study in how global events reshape asset allocation. Venezuela's situation, coupled with broader regional dynamics, presents the kind of asymmetric risk-reward scenario that sophisticated funds hunt for. Whether it's commodities, equities, or alternative strategies, these windows don't stay open forever.

The takeaway? Sometimes the biggest money gets made when everyone else is still debating whether to move.