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Obsidian Memo] 1929 — Lessons from the 1929 Crash & A Reminder That Craft Still Wins (ft. Andrew Ross Sorkin's London Talk)

Obsidian Memo] 1929 — Lessons from the 1929 Crash & A Reminder That Craft Still Wins (ft. Andrew Ross Sorkin's London Talk)

Lessons from the 1929 crash + Andrew Ross Sorkin’s London talk: what today’s CIOs must learn about hidden leverage, AI-driven growth illusions, and trust decay—plus reflections on leadership, policy, and a signed-copy moment for a New Yorker in London.

Leadership] FII - the Board of Changemakers Summary: Geo-Economics 2025: AI Power, Tokenized Finance, and the New Capital Map

Leadership] FII - the Board of Changemakers Summary: Geo-Economics 2025: AI Power, Tokenized Finance, and the New Capital Map

Top CEOs explain how AI data-center power, tokenization, and GCC reforms are reshaping capital flows. Why U.S. growth, private markets, and M&A lead—and why power infrastructure is the decade’s bottleneck.

Leadership] The new face of wealth: The rise of the female investor (ft. McKinsey Report)

Leadership] The new face of wealth: The rise of the female investor (ft. McKinsey Report)

The rise of female investors. A great wealth transfer means women will control $34 trillion—about 38 % of U.S. assets— and £11.4 trillion—about 47 % of EU assets—by 2030. Learn how this shapes purpose-driven investing, risk management, sustainable investing and calls for advisor diversity.

Leadership] Bloomberg Women, Money & Power 2025 event in London (Oct 1, 2025)

Leadership] Bloomberg Women, Money & Power 2025 event in London (Oct 1, 2025)

Bloomberg Women, Money & Power 2025—AI, sustainable investing, private markets, M&A, women’s wealth and leadership. Insights from Google, Apollo, State Street, Franklin Templeton, JP Morgan, Goldman Sachs, PIMCO, Blackstone, Brown and Northwestern Endowments, Edmond de Rothschild, etc.

Personal Finance/Market Insights] Tech Power vs Financial Power: A Battle Reshaping the Future, ft. Peter Thiel

Personal Finance/Market Insights] Tech Power vs Financial Power: A Battle Reshaping the Future, ft. Peter Thiel

For over a century, finance set the rules of global power. Now, technology is rising as the new architect of society. The contest between Wall Street and Silicon Valley is more than markets—it’s about who will design the systems that govern money, innovation, and the future itself.

Personal Finance/Market Insights] Howard Marks, 13Fs, and the Road Ahead for 2025

Personal Finance/Market Insights] Howard Marks, 13Fs, and the Road Ahead for 2025

Markets have been turbulent since April, with 13F filings showing a shift from pricey big tech into healthcare, construction, and rate-sensitive sectors. Howard Marks warns equities are overvalued—urging rebalancing, patience, and defensive positioning.

Personal Finance/Market Insights] Tariffs, AI, and the 401(k) Revolution: A Global Rebalancing of Capital & Opportunity for Impact Investing

Personal Finance/Market Insights] Tariffs, AI, and the 401(k) Revolution: A Global Rebalancing of Capital & Opportunity for Impact Investing

Executive Summary The global capital markets stand at an inflection point. Three disruptive forces—tariff realignments, AI-driven productivity, and the democratization of retirement capital through alternative assets—are colliding to reshape investment paradigms. President Trump’s August 2025 executive order allowing 401(k) retirement plans to invest directly in crypto,