Crypto is the New Emerging Market Equity
Recently, I was having a conversation with my partner Nishu about how the recent volatility in crypto reminded me of what I’ve frequently...
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4 min read
The Search For Yield Brings Me Full Circle
20 years ago, I moved from programming trading and risk management systems to working at an endowment analyzing hedge funds. The...
7 min read
Investing in Emerging Markets and Emerging Asset Classes a Prelude to Our Thoughts on Crypto
This was originally supposed to be posted before we altered our strategy to focus on investment in systematic crypto strategies. In the...
8 min read
The Real Problem with Hedge Funds
In the past five years, hedge funds have suffered a lot of unfair criticism and even open hostility. Mainly, hedge funds went from...
8 min read
The Death of Banking is Overrated
“Lending is a feature. It’s no longer a product.” A coworker of mine said the above several days ago in response to the launch of...
8 min read
AMERICA'S BURGEONING DEBT CRISIS
In the past five years, hedge funds have suffered a lot of unfair criticism and even open hostility. Mainly, hedge funds went from...
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