And here’s why companies are choosing blockchain technology and its various applications.
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And here’s why companies are choosing blockchain technology and its various applications.
I have on occasion mentioned our tendency to combine hindsight bias and narrative fallacy in a way that is dangerous to our understanding of what is occurring in the world. This manifests...
My morning train WFH reads: • Now We Know: Trump’s 2016 Win Was No Fluke: Perhaps the biggest shock is that despite weak leadership (to put it charitably) on coronavirus management in the White...
Today, I want to discuss the sentiment/behavior divide. If you have been reading this site any length of time, you know of my disdain for sentiment surveys. The poster child for this has been...
My mid-week morning train WFH reads: • Will this election permanently change how we vote? Let’s hope so. It’s not just who voted. It’s how, where and when they voted. (Washington Post) • Who Owns...
Election day is finally here. Last month, I shared some random facts related to markets and the election. Here are some more small items that fell in between tweets and columns. No one (me...
I have always hated those red & blue election maps — they are a highly misleading model of reality for several reasons. First, people vote, not land. Presenting a vast sea of desert as if it was...
My Two-for-Tuesday morning train WFH reads: • Vote Your Conscience: A lifelong Republican – now Ex-Republican –urges voters to avoid groupthink. (National Review) • From Reagan to Trump: Here’s...
The transcript from this week’s, MiB: Mario Giannini, Hamilton Lane, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Google,...
What happens when a bankruptcy attorney with a deep understanding of turnaround situations is brought into advice on a private equity acquisition? If you are Mario Giannini, you slowly morph...
My back to work morning train WFH reads: • America’s Elections Are More Secure Than You Think Chances are we will soon look back on the 2020 elections as the most secure in our history. There...
Biden Pulling Off a Strategy Clinton Couldn’t in 2016: Recreate Obama’s Map Source: Bloomberg Interesting analysis from the data wonks at Bloomberg: President Donald Trump is hoping to repeat...
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • A room, a bar and a classroom: how the coronavirus is spread through the air The risk of contagion is...
This week, we speak with Mario Giannini, CEO of private equity firm Hamilton Lane. The firm began in Philadelphia in 1991, as a private equity advisory firm working with large public pension...
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat by the fire, and get ready for our longer form weekend reads: • Inside the Wild Stock Market for Politics Where Traders...
Succinct Summations for the week ending October 30th, 2020 Positives: 1. Early voting sets record; We are closer to the end of the cycle then the beginning. 2. GDP growth rose 33.1% in Q3 after...
From Resources From The Future: In 2020, people are more sure than ever about whether temperatures will rise in the future,” Krosnick and his Stanford colleague Bo MacInnis wrote recently in an...