Check out this interview Mark did about the outlook for alternative investing and the process we use to manage the Destra Multi
When it comes to cryptocurrencies, we often get asked: What do we think of it specifically and the crypto world in general?
Global carbon markets are a nascent and growing asset class with structural tailwinds that are experiencing some growing pains. That aside, it
Remember in 2006/2007 when the market consensus was that anyone could refinance because housing always went up? Similar situation now, except instead
Are you looking for alternatives to provide diversification during this period of downward movement in stocks and bonds? Listen to Mark, on
Will the coordinated chorus of warnings about inflation being stubbornly high suggest that a more rapid decline than the market expects? Could
There’s lots of uncertainty in traditional asset classes these days. Roaring inflation seems to be stubborn and persistent, with the Fed serving
Download Now The Inflection Five Portfolio was created to satisfy the requests of financial advisors to provide our best growth ideas, understanding
Validus recently added Clear Street as a top 5 holding in our private equity portfolio. But more than being just an investor,
After two rounds as a minority investor (March 21 and August 21), we have successfully exited Long Game through a strategic acquisition
Remember the excitement surrounding the Beyond Meat IPO? The BYND IPO was priced at $25.00/share on May 1st, 2019, and closed up
Last week, we had two brief yield curve inversions that potentially matter. The 2-year treasury briefly yielded more than the 10-year treasury.
Buying Behavior is one of the “Pillars” of our investment process. What we want to see is positive cash flows into a
“Boy, that double-digit yield looks pretty juicy…” Slow down, big fella. Often, double-digit yields indicate that the market doesn’t believe the current