Writings
Retail Investing with AI
On the growing role of AI in investing. More specifically, retail investing with the use of consumer AI models and the implications for the future of wealth management.
For Whom the NAV Works
Navonomics and walking the fine line between public and private BDCs
Back to Basics on BDCs
On BDCs and public investors: opportunity costs, liquidity mismatch, and prisoners' dilemma
Software & Private Credit
“When sorrows come, they come not single spies / but in battalions"
Fast Entry IPOs
Who benefits? and why the rush?