Page 13 of 22 · Back to latest writing
Edward Chancellor, a financial historian, journalist, and investment strategist, studies speculation, interest rates, and market cycles. His central warning is that treating interest as the price of time makes its manipulation consequential for investors, policymakers, and economies.
Aswath Damodaran, a finance professor at New York University’s Stern School of Business, is renowned for valuation. He combines academic rigor with practical judgment, centering intrinsic value: what an asset is truly worth based on underlying fundamentals.
Sir Martin E. Franklin, a British-American businessman and investor, built his career through acquiring and transforming companies, most notably Jarden Corporation. His work invites study of how strategic acquisitions and sustained transformation can create durable, long-term value.
Sir Chris Hohn, a hedge fund manager and philanthropist, combines research-intensive activism with long-term value investing and concentrated portfolios. His approach is distinctive for joining investment practice to corporate accountability, climate action, and a deep commitment to philanthropy.
Byron Deeter, a Bessemer Venture Partners partner and former founder of Trigo Technologies, bridges operating and investing experience. As co-author of Bessemer’s “10 Laws of Cloud Computing,” he offers a framework for studying cloud markets, SaaS businesses, and entrepreneurial strategy.
Jean-Philippe Bouchaud, a physicist, CFM co-founder and chairman, pioneered econophysics by grounding economic and financial inquiry in empirical data and complex-systems modeling, challenging classical assumptions and reframing how markets and economies should be studied.
Barry Silbert, founder and CEO of Digital Currency Group, was an early, steadfast believer in Bitcoin and blockchain technology. His experience frames the central challenge for digital-asset investors and entrepreneurs: navigating extreme volatility without losing sight of long-term promise.
Martin Shkreli, a controversial entrepreneur and former pharmaceutical executive, speaks provocatively about business, investing, and life. His unapologetic directness is worth examining for the polarized response it produces, drawing intense criticism alongside a committed following.