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How Much Inheritance Should You Give Your Children?
“I want half of the money!”
Read MoreWhere are the AI Opportunities?
It seems like every other article recently has been on Artificial Intelligence. Even non-investment magazines are featuring front-cover articles on AI. It’s enough to make every contrarian investor’s hair stand on end
Read MoreLessons from HBO’s Succession in Creating Sustainable Multi-Generational Wealth
During HBO’s acclaimed series Succession’s first season, I was discussing the show with a friend over dinner, and they marvelled at how the patriarch of the family…
Read MoreInvestors Need a Crystal Ball for Risk, not Returns
‘Leo, what do you think of this CoCo?’
Like clockwork, every few weeks for the last decade one of our clients would forward an email…
Artificially Intelligent Investors: When Robots Take Over Your Portfolio (And Hopefully Make You Rich)
As we enter the age of AI investing, it’s not hard to imagine a future where investors are replaced by robots. But what happens when those robots start investing in other robots?
Read MorePermanent loss of capital
In the last two months I’ve had three client prospects come see me, all of whom suffered significant losses in last year’s challenging financial markets, between -40% and -70%
Read MoreThe Fundamental Question for Crypto
“Time reveals the truth”. – Seneca
Read MoreIndicators Lining Up for 2023
Indicators are falling into place for next year’s outlook, but not in the way investors are anticipating
Read MoreAnother Corner of Crypto Implodes: FTX – Crypto Should Not be Valued in Dollars
Following the Terra-Luna collapse in the summer we’ve had another implosion with much wider ramifications for the crypto world
Read MoreNo One Knows Anything: Trend Following in a Portfolio
Goldman downgrades equities on inflation and rising yields, after the market has already dropped 20 per cent
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