For the Investment Professional: The Mindset Shift that Changes Everything
In the fast-paced world of investment management, where success is often quantified…
In Search of the Elusive Neutral Interest Rate
Interest rates move markets worth trillions of dollars, influence politics, impact the…
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…
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…
