I’m not the most active person on LinkedIn, more of a quiet observer who scrolls now and then. I do make new connections occasionally (selectively, of course). At the risk of upsetting some people, LinkedIn can sometimes feel like a stage where many are more interested in “showing off” than sharing real insights or adding…

Private equity has long been associated with uncorrelated returns, access to unique deals, and portfolio diversification but is it still living up to the promise? Or has the growing buzz outpaced the fundamentals? Recently, a party approached me saying he is looking to raise tens of millions for his next batch of offerings. He proudly…

I was talking with a prospect who happened to mention the movie The Big Short, and it reminded me just how well it captures the madness of financial markets. If you have not watched it, you are missing out on one of the best finance movies ever made. Based on Michael Lewis’s book of the…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example.  We certainly live in interesting times. In the digital age, artificial intelligence (AI) is transforming various aspects of our lives. The conclusion I am getting from…

Gold has been climbing so fast that it has gathered a lot of attention lately. I came across an insightful article on the yellow metal by Ray Dalio, one of my favorite investors and thinkers. Yeah, gold has pulled back from its all-time highs. However, I believe the gold story still has plenty of chapters…