Adam Fisher, CIO of Commonwealth Asset Management, shares his unique investment journey, blending macro trading with thematic real estate strategies. He discusses early missteps in private equity, pivotal learnings from Richard Rainwater, and the intricate dance between macro trends and real estate. Adam emphasizes the importance of education in hedge fund operations and reveals his innovative trading tactics amidst market challenges, particularly in a post-COVID landscape. His insights offer valuable perspectives on resilience, self-awareness, and the mindset necessary for successful investing.
