This month’s readings/links include Kerr Neilson on the new world of risk, Arisaig’s latest quarterly report, some notes from the Notz Stucki investment conference, the fifth edition of the e-Conomy SEA report, Goldhub’s gold demand trends for 2020 (data + report) and Vanity Fair on the rise and fall of bitcoin billionaire Arthur Hayes.

• Kerr Neilson: The new world of risk – GameStop and cryptos.
• Arisaig Partners: Quarterly report (Jan 2021).
• Notz Stucki: Investment conference notes (PDF link here).
• e-Conomy SEA 2020: Fifth edition of the report by Google, Temasek and Bain & Company covering digital economy trends in Southeast Asia.
• Goldhub: Gold demand trends full year and Q4 2020 (you need to register an account to access the report and data).
• Vanity Fair: The rise and fall of bitcoin billionaire Arthur Hayes.