The Mandala
Scenes from Samsara and the architecture of investors’ assumptions.
Greg Bowes on the State of EM Private Markets
An interview with Greg Bowes, Co-Founder and Managing Principal of Albright Capital, about the state of EM private markets.
New Frontiers
New markets for Portico in 2021 and beyond; investing in frontier & fragile markets; a grab bag; James Baldwin.
Active Management
Does active management pay in emerging markets? Leveraged buyouts, be gone; FX; T.S. Eliot.
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
Veritas
Last month, the New York Times published a fascinating article about the market for followers on Twitter. (Disclosure: shareholder of NYT and TWTR). The manufacture…
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