Gavyn Davies on Inflation, Asset Allocation and ChatGPT
Macro Hive Conversations With Bilal Hafeez
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The Vulnerability of Venture Capital Private Equity
I think the worst of the meltdown phase is probably over. Good companies are surviving and thriving. Companies that are anywhere near profits can be refunded. It's just the frothy element that's gone out of it. I'm not going to call it a bubble because I will get too much abusive email. But am I really persuaded that it's a $27,000 valued asset today? Don't I really? I'd rather have gold personally as one of my safe asset hedges. Some of that, I would just come out of the market.
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