Sitemap - 2023 - Periscope
1979 – When the Long 21st Century Began
AI Arms Race and Geopolitics of Semiconductors – Part Two - Compute and AI Chips
AI Arms Race and Geopolitics of Semiconductors – Part One
Geography’s Destiny and Revenge of Geopolitics
25 years after LTCM debacle – Lessons for today.
Understanding Change – Second Half of the Chess Board
Simple Questions and Game Changing Innovations
Investment Lessons from 400 Years of “Confusion of Confusions"
The New Great Game – Geopolitics of Critical Minerals
Evolution of (Ad)Venture Capital – From Settlers to Social Media
Daylight Robbery - Taxes in History
The Rise and Fall of Electric Cars – 1890 to 1930
Investing for the Future - Learning from Leonardo
Battery Arms Race, Lithium and China
Lessons of History - Banking Crises of 1980's
What Running Teaches You About Investing
De-dollarization of the Davos Man