This week’s content links include First Eagle’s Idanna Appio on where she sees value in Asia, Tim Clissold on how to narrow our knowledge gap on China, Christopher Vonheim’s wide-ranging conversation with Alexander Saverys of CMB.TECH, Bloomberg on how Weijian Shan went from hard labor to private equity pioneer, GS on the summer of stablecoins, […]

This week’s content links include Omar Malik’s speech on the capital cycle way, Edward Chancellor on the final phase of the debt supercycle, Gita Wirjawan’s conversation with Ashby Monk, Horizon Kinetics’ Q2 2025 commentary, Bloomberg on Dan Wang’s new book Breakneck and Kenneth Rogoff on the possible road ahead for the US dollar. Hosking Partners: […]