As 2023 begins, it appears that the global economy is settling into a new regime which can be characterized by restrictive monetary policy to combat the most significant episode of inflation seen in 40 years, geopolitical instability on multiple fronts, and a sharp reversal towards de-globalization.
Over the course of our travels, the team at Infinity has met with many investors. These meetings range from various family offices, foundations and endowments, and institutional consultants, but the large majority of our meetings have been with the registered investment advisor community.
We’ve come a long way in the world of cryptocurrencies since the Bitcoin whitepaper* and its subsequent feat of mathematical and technological brilliance was released. Created by the anonymous, Satoshi Nakamoto in the wake of the Great Financial Crisis, this technology has challenged our conceptions of currency, investment, and sovereignty.
Opportunity Unfolding in Europe: One advantage of managing a portfolio of multiple hedge funds is that it gives us insight into the thinking of some smart investors as we spend a lot of time talking to a lot of different hedge fund managers. From time to time, we see an interesting consensus build around a […]