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JTNDcCUyMHN0eWxlJTNEJTIydGV4dC1hbGlnbiUzQSUyMGNlbnRlciUyMCUyMWltcG9ydGFudCUzQiUyMG1hcmdpbi10b3AlM0ElMjAtMTVweCUzQiUyMiUzRSUzQ3NtYWxsJTNFQnklMjBBdmVyeSUyMEtub3glM0MlMkZzbWFsbCUzRSUzQyUyRnAlM0U=I still remember March 2020-watching Bitcoin crater alongside equities, wondering if the “uncorrelated asset” narrative had just died in real...

JTNDcCUyMHN0eWxlJTNEJTIydGV4dC1hbGlnbiUzQSUyMGNlbnRlciUyMCUyMWltcG9ydGFudCUzQiUyMG1hcmdpbi10b3AlM0ElMjAtMTVweCUzQiUyMiUzRSUzQ3NtYWxsJTNFQnklMjBBdmVyeSUyMEtub3glM0MlMkZzbWFsbCUzRSUzQyUyRnAlM0U=I’ll start with a mistake. In early cycles, I used to think identifying a strong narrative was enough. It wasn’t....

JTNDcCUyMHN0eWxlJTNEJTIydGV4dC1hbGlnbiUzQSUyMGNlbnRlciUyMCUyMWltcG9ydGFudCUzQiUyMG1hcmdpbi10b3AlM0ElMjAtMTVweCUzQiUyMiUzRSUzQ3NtYWxsJTNFQnklMjBBdmVyeSUyMEtub3glM0MlMkZzbWFsbCUzRSUzQyUyRnAlM0U=Let’s be brutally honest. Most investors don’t struggle with information. They struggle with decision frameworks. I learned that the expensive...