The Mandala
Scenes from Samsara and the architecture of investors’ assumptions.
The Return of Anarchy
Russia’s invasion of Ukraine has changed the world irreversibly in important ways.
Tariq Fancy on the Dangers of Sustainable Investing
An interview with Tariq Fancy, former CIO for Sustainable Investing at BlackRock.
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.
Simon Clark on The Key Man
An interview with Simon Clark, co-author of The Key Man
The Abraaj Fiasco
I wanted to experiment with a different format for this episode and share my writings on the Abraaj fraud scandal as they were happening in…
A CDO for Secondaries?
A year or so ago I floated the idea of an index fund for EM private assets. What if there were an asset manager that could agglomerate…
Tom Burgis on the Rise of Kleptocracy
An interview with Tom Burgis, investigations correspondent at the Financial Times, and author of Kleptopia and The Looting Machine
Stonks
The digitization of assets and investor psychology. Also: Ludovic Phalippou; The SEC; Beach Reading; David Bromwich.
Chasing Profits
Is the institutionalization of asset management leading to less innovation? Also: WeWork + SoftBank; European Buyouts; China; Fund Terms; Governance; Henry Adams.
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