Passing the Puck
August 2026
Volatility Shares files for ETFs tied to NHL team performance via a new CME index — a lighter-hearted test of how far the SEC's appetite for "novel" products will stretch.
Soundings
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Alternative Investments
Passing the Test
August 2026
Truth Social's new pay-per-month API gives high-frequency traders early access to Trump's posts, raising fresh insider-trading questions as the SEC weighs a wave of "novel" prediction-market ETFs.
Not Yet
June 2026
Private credit gating raises a familiar question: are we out of the woods, or just getting started?
Magnifica Humanitas
May 2026
The Pope weighs in on AI governance the same week quantum computing threatens crypto's foundations.
Democratizing Private Equity – Part II
March 2026
BDCs, evergreen funds, and the push to open alternatives to more investors — at what cost?
Democratizing Private Equity – Part I
March 2026
What Yale's legendary endowment run under David Swensen still teaches about private equity investing.
Las Cucarachas
February 2026
Jamie Dimon's "cockroach" comment reignites debate over hidden risk in private credit.
Uncorrelated
January 2026
Gold's best month in 40 years ends in a sharp reversal. What investors do next depends on why they bought it.