Ben Fanger on Distressed Debt in China
An interview with Ben Fanger, Managing Partner and Founder of ShoreVest Partners.
The Mandala
Scenes from Samsara and the architecture of investors’ assumptions.
The Mission & The Model
Portico tussles with a tension between its mission and its business model. Ray Dalio states the obvious. Stablecoins, CBDCs & ZK Proofs. Nasdaq Private Market. EM SPACs. Catch-22.
Weijian Shan on Leverage and Turnarounds in Asia
An interview with the Chairman and CEO of PAG, a leading Asia-focused alternative investments firm with ~$40 billion in AUM.
Roger Leeds on Private Equity & Development
When I decided to launch the podcast, I wanted today’s interviewee — Roger Leeds — to be one of the first guests. And I wanted…
Chasing Profits
Is the institutionalization of asset management leading to less innovation? Also: WeWork + SoftBank; European Buyouts; China; Fund Terms; Governance; Henry Adams.
King Dollar?
Will the next global reserve currency be digital? Otis; U.S. Pensions; Ray Dalio on China; My Friend Wrote a Book: An Update; The Structure of Scientific Revolutions
Pressing Pause
Wrapping up year three as an entrepreneurial venture. Also: African Startups; ILPA Principles; Bia; Food for Thought; Beach Reading; Vasily Grossman.
China
China’s big and has grown rapidly — so what? The Economist. SoftBank in São Paulo. Grab Bag. The Ancien Régime and the Revolution.
The Great Wall of Capital
Asia has subsumed everything; very bad news; China’s private sector; Factfulness; Lucretius.
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