Hi ADIFI, well done for remaining accountable in this journey. I wanted to ask you about your lessons learned. They all seem valid, but also very micro-focused.
Given the macro sledgehammer being taken to the market at present, are there not lessons there also i.e. like just as you couldn't really lose in late 2020, you'd struggle to pick any spec-tech winners in January 2022 regardless of all the tips and tricks in the book?
Secondly, any considerations re: the whole active/passive debate at large? Assuming you still feel you have an edge (?), is this horrendous volatility suitable for your goals?
Great to hear from you again at length. Wishing you and your family best of wishes with the potential career change.
P.S this part "That is the power of ̶l̶e̶v̶e̶r̶a̶g̶e̶ perspective, and I’m grateful for where I am despite the setbacks." made me LOL.
Thanks for putting it out there and sharing your story.
Conor
Hi ADIFI, well done for remaining accountable in this journey. I wanted to ask you about your lessons learned. They all seem valid, but also very micro-focused.
Given the macro sledgehammer being taken to the market at present, are there not lessons there also i.e. like just as you couldn't really lose in late 2020, you'd struggle to pick any spec-tech winners in January 2022 regardless of all the tips and tricks in the book?
Secondly, any considerations re: the whole active/passive debate at large? Assuming you still feel you have an edge (?), is this horrendous volatility suitable for your goals?