Chasing Gem Dealers & Great Stocks

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This conversation spanned everything from Alex’s time at the Marines to his days as a bodyguard for Brittney Spears. We even managed to fit in some market discussions and our 2020 Macro Ops Portfolio Performance.

01:31:39

Here’s the time-stamps:

• [5:34] Cold Calling Jack Schwager.
• [14:32] Working at Bridgewater.
• [23:13] How Alex Became A Bodyguard For A Gem Dealer.
• [33:13] Lessons Learned From Losing $100K+.
• [47:58] Transparency in The Newsletter Business.
• [57:56] When Does Cloning Go Too Far?
• [67:13] Alex Barrow’s Biggest Errors of 2020.
• [78:56] Aligning Micro With Macro.
• [80:04] What We Did Right & Wrong in The Portfolio.
• [86:26] Closing Questions.