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Yellow brick road
May 7, 2023 I run a wealth tech company. In late 2019, I decided to shut down a business line that drove a dozen investment management mandates, running USD 25 million in assets, and decided I had to do something different to scale. My objective was to create impact and alpha for global investors but…
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Disco Door ETFs
“I cannot teach anybody anything, I can only make them think.” Socrates ETFs, your loved investment vehicle, suffers from a Disco Door Fatality, which means they are causing institutional and individual investors more risk and more harm than the convenience they bring. Collective The Romanian film “Collective” was nominated for two Academy Awards in 2021.…
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The Geographical Bias
Geographical bias refers to when a specific location or region has a significant impact on an investment decision. For example, US investors may choose to only invest in the US stock market, and Indian investors may only invest in Indian equities. However, if an investor has a bias towards investing in their home country, they…
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The Campbell Recession
“The Story of Two Campbells: Understanding the Limitations of Economic Indicators” In the world of economics, two individuals named Campbell have made significant contributions to our understanding of economic indicators and their limitations. Campbell R. Harvey, an economist and professor of finance at Duke University, has published extensively on the topic of yield spreads and…
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Are you a Centaur or a Horse?
There are many things a startup founder learns and unlearns on his journey. I can speak about many things starting, pivoting, business model, product, technology, storytelling, imposter syndrome, communication, clarity, legal, thick skin, breathing, gratitude, why me? why not me? industry, timing, belief, faith, other stuff, etc. But there is one thing, which stands out…
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Why is Shopify in top 10?
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How BSE 100 missed the Adani’s?
Did you know that India’s most prominent 100 companies mapped as S&P BSE 100 experienced its emerging moment when in a matter of nearly 36 months, four Adani group companies scaled up 1000 to 2000 times? They continued to fly under the radar as they did not have enough size [market capitalization] to get a…
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Where are the FANGs?
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The Active SPY!
This is not intuitive thinking but your passive SPY (S&P500 ETF) sitting in your pension fund is only passive and low risk in perception. What you call a zero fee (or near zero fees) portfolio is not only concentrated but it is as concentrated as the most active portfolios in the world. We compared Berkshire…
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Fees Waterfall Effect
Now that Nasdaq 100 is nearing a 50% drawdown, Asset Owner and Investors should question the impact of fees on their portfolios if Nasdaq 100 decides to go sideways like in 2000-2010. All the annual range of fees from 0.1% to 10.92% damage and can decimate long term wealth! Interest rate risk, currency risk, inflation…