I first started watching Larry in 2021 as my largest position was Alibaba and I loved his sober analysis for it. Having followed him and his strategy for 1.7 years or so, I have found him to be a very wise strategist. He has mostly been right, and quickly caught on in the things he has been wrong about. His overall macro direction thoughts have been very accurate in this timeframe. I trust Larry to be as free from bias as human investor can fathom. I don't see him pumping up stocks to get views (a popular youtube strategy) when he doesn't believe in that, and neither do I see him ever being a permabear who is dedicated to doom and gloom. His strategy is extremely even keeled and sober, and corresponds to actual fundamental economic realities at the time, and not his personal emotional leaning. A great example was his recent action with TSLA. He made a bet that TSLA would bounce from his levels, it failed to do so, and he cut his position at a loss. Why am I mentioning this as a positive? Because I don't see Larry making up fairytales about TSLA in order to double down through a sunk cost phallacy that most of us succumb to. There is possibly nothing more rare than an investor who is sober enough to quickly admit a mistake and move on without being affected by it. I think Larry will provide really strong macro strategy, be right about 75% of the time, and cut his mistakes quickly, which is why I trust him!