Meditations on Investing

Angelo Calvello

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BUSINESS

Meditations on Investing

Reflections of institutional investing

31/03/2020

Restaurants are being destroyed. Money managers should be scared.

In this time of the coronavirus, beware of the parallels between smaller managers and independently owned asset managers.

11 min
18/12/2019

The Hedge Fund That Wasn’t

Bruce Shi of Thrones Capital claims in Forbes to be one of the most successful managers in the w. An investigation by Angelo Calvello suggests he’s something else.

22 min
01/12/2019

The overplayed, turbohyped, and underwhelming world of artificial intelligence in investing.

Every manager claims they’re “doing” AI, but here’s what investors can ask to find the truth.

15 min
06/08/2019

Capitalism: A Rejoinder

In late May 2019, my fellow columnist and friend, Christopher Schelling, penned an essay on free-market failures — namely, that America has too little capitalism. This is my response.

16 min
27/06/2019

The insane story of how an early quant investor went rogue.

Intentional HIV infection. Acid attacks. Attempted murder. Nothing was apparently beyond the pale for one of the fathers of computer-based investing.

12 min
20/05/2019

Embrace the Black Box

It’s a universal truth that investment processes should be understandable. However, artificial intelligence managers can provide no authentic explanation of their investment process. How can an investor pick an asset manager when no one knows what it does?

8 min
08/04/2019

The closest thing to white supremacy I’ll ever get to write about

It’s not Charlottesville, but the hypocrisy of TPG’s William McGlashan — the prominent impact investor caught up in the college acceptance cheating scheme — is as awful as I’ve ever seen.

8 min
28/03/2019

Death in the Time of Bitcoin

A crypto currency exchange founder dies, leaving 115,000 customers without access to their digital coins. But is their bad luck someone else’s fortune?

9 min

Reflections of institutional investing

Creator

Angelo Calvello
Years Active

2018 - 2020
Episodes

14
Rating

Clean
Copyright

© Angelo Calvello
Show Website

Meditations on Investing