ET Pro Geopolitical Conflict Monitor

Investment Diligence and the Cornelius Effect

By Rusty Guinn | October 18, 2018 | 8 Comments

Nobody likes to admit it, but the investment industry hires and invests with the smartest-seeming people that seem sufficiently likable. And it doesn’t work.

Putting the Real Back Into Realpolitik

By Ben Hunt | October 18, 2018 | 4 Comments

“Order should not have priority over freedom. But the affirmation of freedom should be elevated from a mood to a strategy.” Yes, please.

Saudi Arabia and the Common Knowledge Game

By Ben Hunt | October 16, 2018 | 26 Comments

An historic night it was.A pleasure to have a private dinner with the Crown Prince of Saudi Arabia, Mohammed bin Salman, his royal family and…

Locusts’ Lament

By Rusty Guinn | October 15, 2018 | 4 Comments

There is a huge gap in the Narrative and language used to describe private equity and hedge funds. Even when it is correct, it calls for caution in our discussions and decision-making.

Why Ben Sasse Loses the Game of You

By Ben Hunt | October 15, 2018 | 7 Comments

The Ben Sasse Cartoon does not match the Ben Sasse life, and that’s a politically existential problem here in the Widening Gyre.

Dogs, Dog Food, and the Curse of Some Talent

By Ben Hunt | October 14, 2018 | 20 Comments

The thing is, Butch, right now you got ability. But painful as it may be, ability don’t last. You came close but you never made it. And if you were gonna make it, you would have made it before now.

We Were Soldiers Once … And Young

By Ben Hunt | October 13, 2018 | 38 Comments

Two emails from soldiers, both asking questions that I can’t answer alone. We need a pack.

When Good Words Go Bad

By Rusty Guinn | October 13, 2018 | 2 Comments

Sometimes the meanings of words change. Sometimes that doesn’t mean anything. Sometimes it does.

Why Am I Reading This NOW? 10/12/2018 Edition

By Rusty Guinn | October 12, 2018 | 0 Comments

A brief selection of stories from my daily news routine that made me wonder: “Why am I reading this now?”

Complacency and Concern in Robo-Land

By Rusty Guinn | October 11, 2018 | 3 Comments

When it comes to robo-advisors, there is a wide gulf between common knowledge within the industry and without. I’m not sure what that means yet, but it means something.