Episode 1

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The Ultimate Signpost

The Ultimate Signpost

On the Money:  “What amazes me more than any spectacle of boom-and-bust is our capacity as a species to witness speculative bubble inflating and bursting – or, to have read about the most notorious case studies, such as Tulipomania or the South Sea Bubble – and...

Not Your Grandfather’s World

Not Your Grandfather’s World

Since 2007, over two thirds of the world’s economic growth has come from China. It is thus critical to understand China looking forward. Fielder’s Chief Investment Officer, Steve Korn, and I have conducted extensive research on China over the past...

Investing Alongside Founders

Investing Alongside Founders

“Bureaucracy is a construction by which a person is conveniently separated from the consequences of his or her actions.” ― Nassim Taleb, Skin in the Game This week I was interviewed by Dan Ferris on his podcast. The topic was founder-led companies. Dan wanted to know...

Looking Backward, Thinking Forward

Looking Backward, Thinking Forward

"The best fighter is not a Boxer, Karate or Judo man.  The best fighter is someone who can adapt on any style.”           ― Bruce Lee Dear clients and friends: Four years ago, I announced that Fielder was entering the...

She was so worth the risk

She was so worth the risk

Amen of the Week "The biggest risk is not taking any risk. In a world that's changing really quickly, the only strategy that is guaranteed to fail is not taking risks."           - Mark Zuckerberg, Founder of Facebook      I saw...