“It is not in the stars to hold our destiny but in ourselves.” ― William Shakespeare My ESG journey began with Welton about two years ago, but sustainability is deeply rooted in me by virtue of my unique upbringing. My father is a true visionary, and I...
Not long ago commodity prices were falling, now they’re surging. Today, I see green across every quote in every commodity sector from my front-row seat managing the trade flow for $7B in Macro positions. At the start of the pandemic-induced global shutdown in 2020, we...
Regrettably, only a fraction of published medical research is reproducible by other investigators. This is no surprise to those of us who contribute or follow medical advancements. Hundreds of reviews have documented tens of thousands of examples. From cancer biology...
How might an investor protect themselves from the recent inflationary spike? How might they rationally act as the news is worsening? From a macroeconomic investor perspective, I offer caution in reacting to the news. The crescendo of news transmits multiple signals....
We’ve all seen it in the headlines this year or experienced it firsthand. No. Not the pandemic. The other major pressing problem affecting the entire planet – climate change. Raging forest fires, droughts around the entire west of the US, major floods in Europe, power...
