The ‘Nvidia Moment’ Just Happened For Data Storage

Bryan Rich is a macro investor and the founder of Logic Fund Management, an independent research firm known for connecting policy, investor influence, and innovation to real-world positioning. He writes Pro Perspectives, a concise daily briefing read by more than 25,000 investors who want clean signal over noise. Bryan’s framework is practical and repeatable: tracking the policy path (rates, liquidity, industrial strategy), following where elite capital is taking risk (billionaires and activists with operating influence), and mapping the technology cycle (compute, data, energy). From that, he translates big forces into entry points, catalysts, and portfolio construction. Logic Fund Management offers two specialized subscription-based strategies: The Billionaires Portfolio—event-driven value, investing in companies with unlockable assets, activist alignment, and clear catalysts; and the AI-Innovation Portfolio—ownership in the infrastructure and intelligence layer of the AI economy, from data centers and networking to enabling software and robotics. Bryan began his career on the trading desk of a family-office macro fund in the mid-90s, and later at an award-nominated global macro firm. He is known for a plain-English style that blends institutional discipline with real-world execution. Independent. Aligned. Research-driven.