REFLECTING ON MY STRATEGY

This is a free preview of a paid episode. To hear more, visit www.russell-clark.comThe old finance joke is that trading works in practice but not in theory, while macro works in theory, but not in practice. Macro investing in general has been pretty poor in my experience. I had my best success when I looked at what worked from a trading perspective - and THEN worked out the macro that explained what we saw in markets. Doing it that way, then highlighted areas where markets were mispriced, and gave us areas to attack.