A new new normal
It has been a relatively productive two weeks in Singapore. Most of the conversations I have had ranged from my life in Hong Kong to...
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CATEGORY
- Dec 1, 2022
- 4 min
Stupid money is as stupid does
When FTX imploded, some of the largest investors including OTPP and Temasek Holdings issued public statements to disclose their full...
- Nov 18, 2022
- 2 min
The great FTX blow up (part II)
I recently rewatched SBF being interviewed on the David Rubenstein show - "Why do so many young people seem so attracted to crypto... it...
- Nov 13, 2022
- 3 min
The great FTX blow up
This is not a post about I told you so. It is about trying to understand how easily we can get carried away with mimetic desire and FOMO....
- Oct 28, 2022
- 4 min
The slippery slope of irreversible change
In 2017, I flew to Riyadh for the first time ever to attend the Future Investment Initiative (FII) conference. This was Saudi Arabia’s...
- Oct 23, 2022
- 6 min
"Uninvestable" is all about the perception of risk
“Soldiers all around the world behave in the same way once they put on their helmets and the uniform.”
- Oct 15, 2022
- 6 min
People produce their best work when it interests them
I used to played a lot of basketball in school. Basketball is a fast-paced game that embeds a lot of strategy. A team of five on each...
- Oct 6, 2022
- 5 min
Numbers and the narrative
Whenever I approached the close of my financial modelling course, I always did a simple roll-call to call for feedback from everyone in...
- Oct 2, 2022
- 3 min
Change is the only constant
The last couple of weeks have been incredibly exciting for Singapore: SuperReturn Asia, DealStreetAsia's PE/VC event, the Milken Asia...
- Aug 21, 2022
- 3 min
If both sides are motivated to get the deal done…
Many years ago, after completing a USD 2 billion cross-border deal, I was invited to share some of my takeaways (confidentially of...
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