Discussion with Peter Morris — Talking about why the value bridge is a terrible tool (but great marketing) when it comes to disentangling between the sources of value creation.
Discussion with Prof. Mike Weisbach — Talking about his forthcoming book on the Economist’s craft in general and on what you need to know...
“Capital Commitment” Summary (also generated by AI): Summary The article examines the effects of capital commitment requirements in private equity funds on investor portfolios...
Discussion with Blair Jacobson — Talking about private debt in the US, where it started pre-2008, and how it expanded to the rest of...