The Mandala
Scenes from Samsara and the architecture of investors’ assumptions.
Image and Reality
The illusion of prosperity amidst economic destruction. Marc Andreessen’s “It’s Time to Build.” Actis and KKR. Barbara Tuchman.
Liquefaction
Amidst global political instability, the most valuable attribute is a flexible mandate; Herd Behavior; KYC; Add-Backs; Short-Termism; Impact Investing; Adda Bozeman
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