Daniels: I think that what i've gotten really interested in, stemming from this crisis work, is saying, okay, well, what to do when you're not in a crisis. He says he's been trying to look at research into macro variables and how those predict how different aset classes do. "Can you structure uh approach to acid allocation that's countercyclical," asks Daniels. 'I'm going to p pull the names out of a hat,' one investor jokes.