Leadership

Obsidian Memo] Davos 2026: Reflections on Geopolitics, AI, Energy, and the Future of Sustainable Capitalism

Davos 2026 key takeaways for impact investors: Mark Carney's geopolitical insights, AI-energy infrastructure boom, private markets evolution, and sustainable finance trends.

Photo by Damian Markutt / Unsplash

Leadership] Inside Europe’s Economic Crises — How Christine Lagarde Leads in a Fragmented, Volatile World (ft. Francine Lacqua)

Inside Europe’s Economic Crises With Christine Lagarde —Lagarde's leadership style: mandate-led, calm under pressure, consensus-driven where possible (but also authoritative where needed), and direct about trade-offs.

Leadership] The Dimon Operating System — How to Run a Scaled Institution Without Losing Speed (ft. David Rubenstein)

Jamie Dimon's leadership style: direct, detail-first, allergic to bureaucracy, and anchored in “do the right thing, fast.”

Leadership] AI Is the Main Thing — What's in Jon Gray's Winning Leadership Recipe to CEOs & How Blackstone Stays Ahead at $1.2T+ Scale

AI is driving a once-in-a-generation infrastructure buildout. The edge isn’t predicting outcomes—it’s executing through disruption risk, staying paranoid in the right ways, and preventing scale from turning into bureaucracy.

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