What have you learned so far from the last 2-3 years?
What have you guys learned so far from the past 3 years. Dont fight the fed, etc
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Macro trumped micro in the past 2-3 years. There are so many examples I can think of where the underlying bull thesis got hammered by the changing macro conditions.
We are in a new era of higher inflation and interest rate volatility regime. I'm still very early and young in my career but it's been a great learning experience watching from the sidelines.
This is literally all VC/privates
Tiger, coatue and the band of tech crossover investors pretty much doing the same thing
Factors are real
Focus on catalysts
Think in themes
Never underestimate herd mentality
Mainstream news is alpha -ve now
I learned about gamma squeezes
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