10 minCrypto is the New Emerging Market EquityRecently, I was having a conversation with my partner Nishu about how the recent volatility in crypto reminded me of what I’ve frequently...
4 minThe Search For Yield Brings Me Full Circle20 years ago, I moved from programming trading and risk management systems to working at an endowment analyzing hedge funds. The...
7 minInvesting in Emerging Markets and Emerging Asset Classes a Prelude to Our Thoughts on CryptoThis was originally supposed to be posted before we altered our strategy to focus on investment in systematic crypto strategies. In the...
8 minThe Real Problem with Hedge FundsIn the past five years, hedge funds have suffered a lot of unfair criticism and even open hostility. Mainly, hedge funds went from...
8 minThe 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 minAMERICA'S BURGEONING DEBT CRISISIn the past five years, hedge funds have suffered a lot of unfair criticism and even open hostility. Mainly, hedge funds went from...