Investology: re-think investment management

Investology: re-think investment management

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Democratizing Private Market Knowledge | Leyla Kunimoto - Accredited Investor Insights
Education is the true democratiser, but it takes commitment and some AI
1
37:41
Is it possible that we're better off without ESG investing? [Remix & Reflect: Alex Edmans X James Lawrence]
Making sense of an inextricable mix of investing concept: ESG, Impact, Sustainable, Green and the political idealogies that surround them
16:05
AI and the Bull Market: a Narratology
Can Shiller's Narrative Economics be applied in a timely manner to predict stock market moves?
🎧The End of ESG - Alex Edmans (2/2)
Revisiting the green strategy of Pierpoint (Industry S3) + link to my Custom GPT (The PE Skeptic)
The Rashomon of Carvana: Conflicting Narratives in Investment Management
A tale of two Carvana(s): CEO vs Hindenburg Research
A skeptic, not a critic of the investement world
Because you can criticise but remain friends
Who needs correct valuations when you've got love?
Part 2 of a mini-series on BREIT and the marketing genius of Blackstone.
1
Ramify & the new digital ways of milking investors
It looks like Wealthtech won't save us after all
3
BREIT: The most successful fund in history?
Part 1 of a mini-series on BREIT, private assets and the marketing genius of Blackstone.
IRR: the Inappropriate Return Ratio
The most dangerous indicator in investing
5
REITs as Building Blocks and Hedging Tools for Private Investors
A pragmatic view on REITs in portfolio construction, for income, capital appreciation, or a step on or off the property ladder
2
TIPs #2: crypto indices & ice to eskimos
It's T.I.P. as in Terrible Investment Products
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