42 Macro is stubbornly right most of the time. One of the best things I have ever done as an investor is to limit my cognitive exposure to other outlets.Their approach to asset class allocations is 100% systematic, so luck has nothing to do with it. It might feel super boring if you start small and are looking to get rich quick, but if you already manage serious capital, this is the way. For me personally, values matter. Darius genuinely strives to be a good man and a reliable partner and has not let me down once. He responds to respect with respect, to grace with grace, but has a bad allergy for bs and posturing. Uncontrollable egos might be in for a bumpy ride.
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