The Mandala
Scenes from Samsara and the architecture of investors’ assumptions.
The Great Unlock
Several compelling products and strategic moves suggest EM private markets may be about to get a lot more exciting.
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.
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.
Viktor Shvets on The Great Rupture
An interview with Viktor Shvets, global strategist at Macquarie, about the information and financial revolutions and what they mean for the future.
Is EM PE Dead?
When Portico launched four years ago, I asked “Is Emerging Markets Private Equity Dying?” There’s no need to ask the question anymore. It’s dead. You…
Image and Reality
The illusion of prosperity amidst economic destruction. Marc Andreessen’s “It’s Time to Build.” Actis and KKR. Barbara Tuchman.
Questions During Quarantine
Thoughts on EM Special Situations; (Asset) price stability; Corporate + state interests; Goodbye globalization?; Autarky under anarchy; Thucydides
Social Distancing 🦠
Let’s look out for one another.
Persistence
The fine line between stamina and stupidity. Also: J.P. Morgan; Hony Capital; Bia, Part II; The Cost of Being Too Patient; The Porticos of Bologna; Arrian.
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