Soundings

Investing

Drawing from the nautical practice of measuring depth, Soundings explores the underlying forces, risks, and opportunities beneath the market's surface.

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Smooth Seas

May 2026

Liquidity

April 2026

Democratizing Private Equity – Part II

March 2026

Gold Math

February 2026

Uncorrelated

January 2026

A Contrarian Trade?

January 2026

A Contrarian Trade?

January 2026

Woe is Me

January 2026

Investing for Impact

January 2026

Total Portfolio Approach

December 2025

The Future is Female

November 2025

Concentration – Part Deux (et Trois)

October 2025

What happens after a national mid-life crisis?

September 2025