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Populism

A collection of 2 posts
Investment Thesis v2.0:  Populism and Trust
Thesis Featured

Investment Thesis v2.0:  Populism and Trust

INTRODUCTION In 2018 we wrote about the unwavering growth of populism [https://www.upenn.edu/pennpress/book/15615.html] around the world (read here [https://www.visary.io/investment-themes-in-a-populist-era/]). We’ve received very positive feedback and believe it makes sense to take some of those ideas and formalize them into
Feb 1, 2020 8 min read
Investment Themes in a Populist Era
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 [https://www.youtube.com/watch?v=qVRw5tk36Mk]
Feb 1, 2018 5 min read
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