Meditations on Investing
Restaurants are being destroyed. Money managers should be scared.
11:06 | Mar 31st, 2020
In this time of the coronavirus, beware of the parallels between smaller managers and independently owned asset managers.
The Hedge Fund That Wasn’t
21:33 | Dec 18th, 2019
Bruce Shi of Thrones Capital claims in Forbes to be one of the most successful managers in the w. An investigation by Angelo Calvello suggests he’s something else.
The overplayed, turbohyped, and underwhelming world of artificial intelligence in investing.
15:15 | Dec 1st, 2019
Every manager claims they’re “doing” AI, but here’s what investors can ask to find the truth.
Capitalism: A Rejoinder
15:32 | Aug 6th, 2019
In late May 2019, my fellow columnist and friend, Christopher Schelling, penned an essay on free-market failures — namely, that America has too little capitalism. This is my response.
The insane story of how an early quant investor went rogue.
11:51 | Jun 27th, 2019
Intentional HIV infection. Acid attacks. Attempted murder. Nothing was apparently beyond the pale for one of the fathers of computer-based investing.
Embrace the Black Box
The closest thing to white supremacy I’ll ever get to write about
08:16 | Apr 8th, 2019
It’s not Charlottesville, but the hypocrisy of TPG’s William McGlashan — the prominent impact investor caught up in the college acceptance cheating scheme — is as awful as I’ve ever seen.
Death in the Time of Bitcoin
09:28 | Mar 28th, 2019
A crypto currency exchange founder dies, leaving 115,000 customers without access to their digital coins. But is their bad luck someone else’s fortune?
