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Marko Papic, geopolitical strategist and author of Geopolitical Alpha, offers investors a way to analyze politics through material constraints on government action, shifting attention from politicians’ stated desires and ideology to what nations can practically achieve.
Louis-Vincent Gave, co-founder and CEO of Gavekal Research, studies structural economic shifts, from the traditional 60/40 portfolio’s failure to China’s move into high-value manufacturing, framing inflation, geopolitics, and asset allocation in a fragmented global economy.
Ashby Monk, a Stanford University researcher, examines why pension and sovereign wealth funds struggle to innovate, advocating the Total Portfolio Approach to modernize governance, lower fees, harness data, and improve long-term outcomes.
Ana Marshall, Chief Investment Officer of the William and Flora Hewlett Foundation, favors concentrated portfolios and a small investment team; her disciplined frameworks connect asset allocation and manager selection with the demands of institutional oversight.
James Aitken, a macroeconomist who runs Aitken Advisors, studies the financial system’s plumbing through collateral, overnight lending, and liquidity, revealing how markets function and how central bank operations intersect with national resilience.
Charles Ellis, founder of Greenwich Associates and author of Winning the Loser’s Game, argues that modern investing rewards avoiding mistakes over brilliant stock picking, grounding his case in market efficiency, behavioral discipline, and the value of doing less.
Brad Stone is a veteran technology journalist and Bloomberg News editor whose reporting examines Amazon, Uber, and Airbnb, revealing how demanding founders, asset-light models, and an uncompromising obsession with scale reshaped the global economy.
Cal Turner Jr. led Dollar General as his family’s rural retail venture became a Fortune 500 company, pairing servant leadership with close attention to working-class customers and trust in employees to solve ground-level operational problems.