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Is Meritocracy On The Way Out?

Supposed top-minds think meritocracy is on the way out. I say meritocracy is on the way in, better normalized, with nature instead of man defining merit. Top-minds toppled.

Foundational Depravity

I listened to today's podcast from the World Economic Forum called The Great Reset: Financing a Sustainable Recovery. For a real reset, guaranteed to improve humanity, I suggest you watch my recent interview instead.

Venture Pitch Deck Review

A review of a VC pitch deck used to raise money from an LP reveals how the performance problems in the venture sector are derived from grandfathered risk mismanagement.

Hotel CalPERS

CalPERS' problems are not the players but its investment game. Macro over micro. Cause over consequence.

Interview On COVID-19 And The Impact On Financial Systems

In this interview, I highlight how the coronavirus has issued a stern warning we must remodel our financial systems after nature's principles, so as to improve human adaptability to nature's entropy.

Has The dot.com Situation In 2020 Not Vastly Improved From 1990/2000s?

We must measure value creation in the business of innovation based on how technology improves human adaptability to nature's entropy, and to ensure the pageantry of positivity surrounding technology is not used and abused to rob the bank of humanity's evolutionary excellence.

Accelerating Infinite Regression In Asset Management

As I explain in The Evolution of Evolution, when humanity merely evolves downstream, from an existing normalization of truth, get ready for infinite regression. That is my stern warning to Dutch funds, APG and PGGM, promoting an AI-driven investment platform for asset-owners.

Family Offices Are Tired Of Conferences – Something Else Is Needed

Something else is needed indeed, a unique investment thesis that makes your arbitrage as different as the families you represent. Dare to be different, or go home.

Friend Or Foe Of Private Equity

Merely to question PE performance is considered heresy, a charge that should be reversed to put a religion of finance on notice to change immediately and fundamentally. We have come to the rescue.

On Transparency In Finance

Transparency is a rule, a consequence, not the goal of finance. A humanitarian goal of finance in dire need of instilling on its anointed operators.

The Private Equity Malaise

It is time for asset managers to “come to Jesus” and face a new evolutionary reality of asset management.

I Was 10 Years Ahead…Or More Alarmingly, The Greater-Fools Were 10 Years Behind

Eventually, the world will have to wake up from the self-induced sleep of reason.

Why ESG Is A Dangerous Religion

Why is it, that a thesis of finance eleven times the size of production does not get vetted and scrutinized?
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