This week’s readings/links: In gold we trust: 2020 report (the extended version). Ronald-Peter Stöferle and Mark Valek’s annual publication covering the state of global financial markets, monetary dynamics and their influence on gold price developments. There is also a compact version of the report available from their website. Charley Ellis: Why active investing is still a loser’s […]

This week’s readings/links: The coming disruption: Scott Galloway predicts a handful of elite cyborg universities will soon monopolize higher education. Interesting read; deliberately provocative for sure, but I think he is directionally right in terms of some of his arguments and predictions. While different models can and will coexist, some existing ones will certainly need […]

This week’s readings/links: Are buybacks good for long-term shareholder value?: Evidence from buybacks around the world. I have only fuzzy memories of discussing the nature and persistence of buyback anomalies during a finance class back when I was at business school. If I recall correctly, the existing literature at the time was focused only on […]

This week’s readings/links include Platinum Asset Management on their bear market playbook, Cheah Cheng Hye’s webinar on the investment impacts of COVID-19, a UxC interview with Galymzhan Pirmatov (the CEO of NAC Kazatomprom), Paul Tudor Jones & Lorenzo Giorgianni on the great monetary inflation, and the World Gold Council on gold demand trends for Q1 […]

This week’s readings/links include a conversation with Savio Kwan, Alibaba’s ex-President and COO, on navigating through SARS, Eli Binder on the work behind the Luckin Coffee short, David Webb on COVID-19 and where we go from here, Greg Miller on how tanker stocks could emerge as a COVID-19 relapse hedge, Adam Grant on the benefit […]