The Four Pillars of Macro with Andy Constan
Excess Returns
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Bridge Water Investments - The Biggest Growth Opportunity of Your Career
The experience of being at bridge water was the biggest growth opportunity of my career. I learned more about investing and myself than I've ever could have ever imagined in those three 3-and-a-half years he was there. It wasn't perfect, but it was as close to perfect as you can get. The amount of capital out of a hundred cents on the dollar one cent at most is discretionary. 99 cents are simply the models doing what their program to do.
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