Capital Must Read

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.

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.

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

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.

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.

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.

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.

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.

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

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

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

Impact investing dies in the hands of people who cannot be questioned about what evolutionary impact entails.