Welcome to Investology

This newsletter has a simple purpose, that it shares with my other publication, to find ways to deliver better outcomes for investors.

It can be through tech, innovation, or rediscovering solutions that may be forgotten. I look at it from a business or B2B perspective but always with the end investor in mind.

You won't find investment advice, macro analysis or tips here. This is not the channel for that. There are others covering that better than I ever could (two of my favourites are

& ).

Why am I here?

I'm doing this because I used to work in financial markets (in London, Singapore, Paris) in different roles, but they had a common thread: I was selling sophisticated financial products, derivatives alternatives to institutional investors. and naturally I was measured by the PNL I was generating, not the outcome for my institutional clients, although I helped them make more money, and even less the outcome for the end investor.

That's very normal and applies to any industry.

But finance has two unique characteristics:

  • There's a lot of cynicism, greed due to the essence of the product… and bullshit linked to its intangible nature

  • The profit margin is directly in investment products directly impacts the client performance

On the other hand, there's the idea, influenced by Robert Shiller, the Nobel Prize Winner Yale Professor, author (and famous for the Case Shiller index) that finance has historically contributed to the good of society through inventions such as mortgages, saving accounts, pensions, etc. and rather than condemning finance, we need to reclaim it for the common good. Jack Bogle is another reference.

I feel I am uniquely positioned to do that because I was an insider that's become an outsider, and I'm not affiliated with anyone. I can have the privilege to look out for those better outcomes.

Tech or FinTech promises significant improvements there.

But tech optimism needs to be balanced with critical thinking to cut through the noise, the hype, the bad actors.

The content is mostly inspired by podcast conversations to rethink investment management for better outcomes with an eclectic mix of speakers:

  • from the industry: founders, innovators, operators, people in the industr

  • but also academic, authors: that's really the critical thinking part.

The content is regrouped into themes that you will find in the tabs.

My publications

Investology podcast: rethink investment (audio, video)

Investorama YouTube channel (20k+ subscribers)

Orama: I help brands create podcasts and YouTube channels

I often share thoughts on Linkedin

Why Subscribe?

If you are …

  • Founder who wants to build a company in the investment space.

  • An Investor who wants to learn about successful strategies, habits, and the traps to avoid to build an investment portfolio.

  • Wealth manager who wants to learn how to discern the reality from the marketing of vendors to advise her clients

  • Trustee who wants to separate investment evidence from misleading information, ensuring informed, responsible decision-making that supports long-term pension security.

I hope to provide you with tools to learn about new opportunities to create better outcomes and to think critically about pitches and big ideas.

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Subscribe to Investology: re-think investment management

Re-think investment: explore the tech that powers how we invest, challenge the status quo, cut through the hype, and debunk misleading marketing claims to create better outcomes for investors

People

As a reformed investment banker and marketer, my mission is to support the true democratisation of finance. This means not just giving people access to investment opportunities, but empowering them to make smart, informed investment decisions.