$INDEXFUNDS - Strong conviction in broad equity market ETFs as the optimal investment vehicle for individuals due to low fees, tax efficiency, and avoiding idiosyncratic risk
$TREND - Acknowledges trend following's historical success over 30-40+ years as a successful approach to macro trading that aligns with cutting losses and letting profits run
Bearish:
$6040 - Strongly criticizes static 60/40 allocation models as potentially malpractice for ignoring changing expected returns and risks over time
$ALTS - Moved away from alternative investments after discovering their tax inefficiency and requirement for concentrated idiosyncratic risk to generate alpha
$MACRO - Believes discretionary macro trading is extremely difficult, with most people unable to profit even with perfect information, and personally would have been wrong more than right
$PODSHOPS - Criticizes return-chasing behavior as the most harmful thing for investors and a major cause of market dysfunction
$LONGEVOL - Expresses concern about long volatility positions having negative expected returns and uncertainty about pricing, preferring to own less equities rather than engage in volatility trading