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As a new investor, I have no idea why people listen to or invest with him. His fund's method is a strange outlier. Instead of concentrating the decisions between one or a few individuals, it's spread over hundreds. And the performance is terrible.
Not just a paucity or insight. In interview he can be incoherent, plus he shakes madly like an alcoholic in withdrawal. The few people I’ve met who’ve worked there always gave me a creepy vibe.
He has been predicting a recession for next year. Do you guys think this is the reason? That he has a huge cash position, and is trying to influence a sell off so that he can get in?
Nah, too hard
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