This month’s readings/links include a conversation with David Halpert on the “digital decolonization” theme, Louis Gave on why inflation will come back with a vengeance, a Q&A with Todd Warren (Tribeca Investment Partners), a wide-ranging interview with John Hempton on the lessons he learnt in 2020, and Anna Wiener asks if Substack is the media future we want.
- Emerging Market Views: Prince Street’s Halpert goes deep on “digital decolonization.” If of further interest, see here for more.
- Louis Gave: Inflation will come back with a vengeance.
- John Hempton: What I learnt in 2020.
- Q&A with Todd Warren: Outlook for commodities markets.
- Anna Wiener: Is Substack the media future we want?