Don’t Blame Indexing

1Q24 Global Valuations

Record Highs

Electravision

⚠️ The Private Equity Market Has Stalled

📝 Endowment Report Cards

Barry Sternlicht, Art Berman, Vaclav Smil, Torsten Slok, Jason Zweig & More

Long Abstraction, Short Reality

Investing at All-Time Highs

Regime-Based Investing

Return Dispersion in Venture Capital

🎯 Blame the Benchmark

Principles for Investing Success

+ Dan Rasmussen, Jeff Currie, VC Power Laws, Randall Zisler & more!