Thesis Investment Thesis v2.1 : The Great Acceleration UPDATE Many of the overarching trends and themes we talked about in our official Investment Thesis 2.0 have been greatly accelerated due to the circumstances of the COVID-19 pandemic. We are writing this supplementary update in regards to the current state of the world and where we see markets
Thesis Investment Thesis v2.0: Populism and Trust INTRODUCTION In 2018 we wrote about the unwavering growth of populism around the world (read here). We’ve received very positive feedback and believe it makes sense to take some of those ideas and formalize them into an investment thesis for the decade of 2020. Since writing the original overview,
Populism Investment Themes in a Populist Era Beyond simply looking at technology sectors and trends, a long term investment thesis should incorporate the zeitgeist of our time and sociopolitical trends, as these things are all inextricably linked. Macro investors like Ray Dalio have pointed out a growing sentiment towards populism while this debt/business cycle comes to
