The populist coalition in Italy has presented an “economic” program and a threat to the European Union that makes Greece look like a walk in the park. Continue reading Italy, the ESB and Europe’s Populist Fantasyland
The populist coalition in Italy has presented an “economic” program and a threat to the European Union that makes Greece look like a walk in the park. Continue reading Italy, the ESB and Europe’s Populist Fantasyland
In this video we highlight the risk of rising imbalances in emerging markets.
Continue reading Emerging Markets Risks Are Larger Than Expected

Earlier in 2018, through Toptal, I worked with Rodrigo Sanchez Servitje from B37 Ventures on a project related to its open-ended VC fund. Such funds are still a relatively unknown and misunderstood type of funding vehicle, with a dearth of “in the trenches” information out there about how they operate. With this article, I am looking to correct that. Continue reading Exploring Evergreen Funds with a VC Investor Who Raised One
The recent collapse of the Argentine Peso and other emerging currencies is more than a warning sign. Continue reading Behold The Sudden Stop. Risk of Emerging Markets Collapse