Can Equal Weight Solve Our Concentration Crisis? Not So Fast…
The US stock market has never before been this top heavy, and…
Beyond Speculation: The Rise of Revenue-Sharing Tokens
The rise of revenue-sharing tokens is redefining the crypto landscape, bridging the…
Climate Change Doesn’t Care What You Think About It
. Early in my investment career a senior colleague said to me,…
The Modern Family Office: Balancing Legacy, Innovation, and Risk
Family offices have evolved significantly from their origins as closely held structures…
Passive Funds: The Secret Ingredient to Smarter Active Portfolio Management
In today’s investment landscape, the debate between active and passive management often…
Preserving the Dollar: The Role of CBDCs in Securing Economic Stability for Future Generations
Younger generations in the United States and other developed nations increasingly worry…
Book Review: Shocks, Crises, and False Alarms
Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. 2024.…
Is Widespread Crypto Adoption Inevitable?
We are on the cusp of a major shift in financial, political,…
Beyond the Fed Model: Dissecting Equity Valuation Trends
With equity markets hitting record highs and the Fed Model signaling historically…
Measuring Corporate Impact: The Gold Is in the Details
Measuring corporate impact is time-consuming and resource intensive. Until recently, I worked…
