Below is the embedded link to an interesting and wide-ranging interview with John Goff, a private investor based in Forth Worth who worked closely with the legendary Richard Rainwater in the 1980s before founding Crescent Real Estate in the early 1990s. He eventually sold that company to Morgan Stanley for ~US$6.5bn in 2007, only to […]
Month: April 2023
Readings For The Week (29/4)
Readings/content links include Upstream Online on the growing risk of secondary sanctions for Kazakhstan, a Q&A with the portfolio managers of FSSA’s China Growth strategy, Peter Tasker assesses Bank of Japan Governor Kuroda’s 10-year tenure, insights from Platinum’s recent visit to Vietnam and Bloomberg on Zimbabwe’s reported plan to introduce a gold-backed digital currency. Upstream […]
Readings For The Week (22/4)
Readings/content links include an interview with Peter Spiller (manager of the Capital Gearing Trust), Peter Tasker’s book review of Edward Chancellor’s “The Price of Time,” potential regulatory challenges for nuclear power in the US, Doug Saunders on the Vietnamese climate trap and Merryn Somerset Webb’s conversation with Duncan MacInnes. Macro Hive: Peter Spiller on value […]
Money Talks Podcast: Succession Asia (Notes)
The Economist’s Money Talks podcast had an interesting recent episode exploring the business succession issues that are underway in Asia today. Power is passing from the often elderly pioneers of 20th century business empires and their children, down to the third generation. The podcast is hosted by Mike Bird, Alice Fulwood and Tom Lee-Devlin. The […]
Readings For The Week (15/4)
Readings/content links include Jonathan Ruffer’s Q1 investment review, Russell Napier on financial repression and funding a green revolution, Nikkei Asia on Warren Buffett’s intention to add to his investments in Japan, Ben Nelson on the future of higher education and CGTN Europe’s conversation with Tim Clissold. Jonathan Ruffer: Q1 2023 investment review. Citywire: Financial repression […]