Some notes/highlights below (for personal reference only, any mistakes are my own): His framework for the markets – buckle up. He has been investing as some kind of CIO since 1978 and this is about the wildest cocktail he has ever seen in terms of trying to figure out a roadmap. For context, the economic […]

Two interesting short video interviews conducted by the Kennox team with Russell Napier and Angus Tulloch towards the end of 2020. Some notes below – these are for personal reference only, so any mistakes in the transcription are my own. Russell Napier – the biggest mistake we are making right now is calling something a […]

I really enjoyed the movie Mr. Jones, which tells the incredible story of Gareth Jones, a young Welsh journalist who travelled to Stalin’s Soviet Union in 1933 to investigate the famine that Stalin inflicted on the people of Ukraine (which came to be known as the Holodomor).  It is, in many ways, a contemporary story […]

Cheah Cheng Hye was interviewed at the PwC Asset and Wealth Management Conference 2020. Some notes/highlights below (for personal reference only, any mistakes are my own). On the implications for Covid-19 on markets and the geopolitical sphere: China, Korea etc. have been among the leading countries in managing a V-shaped recovery while much of the […]

Some notes below (for personal reference only, so any mistakes in transcription are my own): His new book “Money Games” is the inside story about a major private equity deal he led in the late 1990s, which involved an American investment firm (Newbridge Capital) acquiring what used to be the largest bank in Korea (Korea […]

Some notes below (for personal reference only, so any mistakes in transcription are my own): Raymond Zage, formerly of Farallon, shared his perspective as an investor in the space. He thinks the story has gotten considerably more interesting not just because of growth economies in the region but also the type of growth. Just looking […]

I really enjoyed this talk (embedded below) by Howard Stevenson on success and defining what’s enough in the context of your own work and life. I’ve included my notes below just for reference below. Some portions are paraphrased – any errors in transcription are my own. Framing the question: What is success? This is not […]

Some photos from my week-long trip to Kazakhstan in October 2019, organized by city: Almaty Turkistan Kyzylorda

Last week was the 2019 edition of the Sohn Hearts & Minds Investment Leaders Conference in Australia. Similar to the format of other Sohn investment conferences globally, top investors (many of whom rarely speak in public) present an 8 minute TEDx-style pitch on their ‘best investment idea’, committing their time and expertise in support of medical […]