Against the Lane – A letter to the next generation
“Jack of all trades, master of none” was once a compliment. Why breadth beats specialisation, and why AI has just made the generalist more valuable than ever.
Teach Your Kids About Investing (Without Telling Them)
I spent over 20 years learning how markets work. Then I tried to teach my kids. Charts glazed their eyes. Monopoly taught them the wrong lessons entirely. It took a Renaissance gem-trading board game to make compound growth, concentration risk, and strategic patience click. Sometimes the best financial education doesn’t look like education at all.
Why Most Family Offices Should Fail (And How to Build the Rare Exception)
Why Most Family Offices Should Fail (And How to Build the Rare Exception) “Adversity is sometimes hard upon a man, but for one man who can stand prosperity, there are a hundred that will stand adversity“ Thomas Carlyle, Scottish historian and philosopher (1795-1881) Unfinished portrait of Thomas Carlyle by John Everett Millais (1877). Source: National
CFA vs CAIA: What Studying Both Markets Reveals About Complementarity
Studying both CFA and CAIA reveals how public and private markets complement each other. Learn about IRR illusions, benchmark thinking, and portfolio allocation insights from 20+ years of experience.
From Sovereign Bonds to Monte Cristo: A Tale of Two Waterloos 📚
What connects a research paper on emerging market bonds to Alexandre Dumas’ masterpiece? Both emerged from the post-Napoleonic era—but only one explores what truly counts.
🎭 I just quoted a dead guy who never said what I quoted.
Turns out “what gets measured gets managed” isn’t Drucker either—and the real version warns against exactly what we’re doing with it.
🌿 Unlocking the Secrets of ESG Data: A Guide for Asset Owners!
Differentiating Article 8 funds from Article 8+ claims poses challenges, especially concerning their ESG commitments. The EU’s SFDR regulation provides standardized reporting via the European ESG Template (EET), simplifying data analysis. This facilitates transparency, enabling stakeholders to evaluate genuine ESG performance without sifting through extensive sustainability reports.
🤖 I just watched AI take over my computer.
An AI agent navigated websites and executed tasks while I watched, frozen. The future arrived faster than expected. What happens when AI triggers more AI?
Imagine getting paid to use electricity!
Battery storage costs have plummeted 90% since 2010. The arbitrage opportunity is staring us in the face: bank free solar at noon, sell it back at 7pm when everyone gets home and prices spike.