092: Dario Mofardin – Observing the Whole Board, Building a Body of Evidence, Swinging at Fat Pitches
Chat With Traders
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Building a Body of Evidence for Global Capital Markets
I start with a top-down macro approach, global capital flows and where the markets are heading. I overlay that on what I call building a body of evidence. So you create a big picture thesis and then you build aBody of Evidence with charts, with analysis. In terms of how I trade it's really about, I think it's Stan Druckenmiller basically said, the way to build long-term returns is through firstly preservation of capital and home runs.
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