Simplifying the complex world of alternative investments to help inform your decisions across real estate, infrastructure, private markets and hedge funds.
A close look at the Progressive Agenda, China���s deteriorating welcome mat in DC and US Tech IPOs
An update from the front lines of the Trade War, with a focus on implications for investors.
In this month���s podcast, Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
Michael discusses this year���s Eye on the Market Energy paper. Topics include the unattainable objectives of the Green New Deal, an overview of the world���s de-carbonization challenges, Germany���s energy transition and Trump���s War on Science.