Why Listening to The Market Beats Macro Predictions Every Time
Darius recently sat down with our friend Jason Shapiro from Crowded Market Report, where they discussed how to effectively use macro, the 42 Macro investment process, the outlook for China, and more.
If you missed the interview, here are the three most important takeaways from the conversation that have significant implications for your portfolio:
1. What Is The Optimal Way to Incorporate Macro Into An Investment Strategy?
We would argue that many investors incorrectly incorporate macro into their investment strategy because they are not paying enough attention to what…