Portfolio: The Four Pillars Approach

How we structure our Core Portfolio and why.

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Alex Barrow

Founder & MO Team Lead, CIO at Foundation Capital, macro junky, former Intelligence professional at FBI, DIA, and DOD, USMC Scout Sniper turned yogi/meditator.

https://x.com/MacroOps
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China's Failure To Launch

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Ray Dalio on The Holy Grail Portfolio