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.
Disclaimer: All statements are solely opinions and are for educational purposes only.