Philosophy
Stockholm’s capital-market success reflects more than IPOs and PE activity. It offers a case study in how culture, institutions, and incentives shape durable capital formation.
Yann LeCun’s testimony reframed for investment leaders: why AI sovereignty, platform control, and LLM economics shape organizational risk.
US debt increasingly functions as market infrastructure, shaped by who holds it and how systems like stablecoins are reshaping Treasury demand.
US government equity is entering strategic supply chains. For investors, this is changing how risk, returns, and capital allocation are priced.
Investors are revisiting insurance-linked securities for yield, diversification, and resilience amid rising catastrophe risk.
A simple cognitive trick helps advisors reframe client fear, restore perspective, and guide decisions grounded in long-term goals.
From forecasting to foresight: how scenario thinking enhances risk awareness and long-term resilience in finance.
Retail access to private markets is growing, but opacity, illiquidity, and weak governance raise serious concerns for investors.
A collection of witty insightful essays by Larry Siegel explore progress, investing, and the ideas shaping modern economics.
Chinese Mainland firms shift from Wall Street to HKEX as reforms, delistings, and policy alignment drive record listings and new investor access.