Skip to main content

Home/ GAVNet Collaborative Curation/ Group items tagged investor

Rss Feed Group items tagged

Bill Fulkerson

The next global recession: Why this time it is (really) different - 0 views

  •  
    Speaking of unicorns, the author says ..." Their eventual (and unavoidable) collapse may prove to be systemic, dragging down the market, not because of their size (which is insignificant), but because investors will reprice the market, taking the promise of an infinitely more efficient tomorrow out of the equation. Ray Dalio's dark prophecy may just be right: When the "dream companies" fail to deliver on their promise, and the only way for pension funds to make good on the obligations is to chase debt, there might be a moment when investors say "enough" and began pulling their money out of the system, causing massive repricing and a surge in rates."
Bill Fulkerson

Exclusive: Countries To Face a 'Wave' of Corporate Lawsuits Challenging Emergency COVID... - 0 views

  •  
    Yves here. So now it's clear: some companies and their law firm enablers see their right to profit, even in the face of the Covid-19 pandemic, as more important than human lives. This has been an underlying theme of investor-state dispute settlement suits (which we've written about extensively), but it's never been as crass as here. On top of everything else, these actions will deplete government coffers, adding to public distress. The only upside is this sort of thing should kill incorporating meaningful investor-state dispute settlement provisions into future trade deals.
Bill Fulkerson

The mathematical case against blaming people for their misfortune | Psyche Ideas - 0 views

  •  
    The starting point is to note that, for people to be held responsible for their actions, they have to know about certain features of the world. In many cases, even this minimal condition for blameworthiness isn't satisfied. For example, Chow would have struggled to predict that the rise of ridesharing apps would crater the market for taxi medallions in New York City - but so, too, did most of us. By their very nature, technological disruptions are difficult to foresee; if they were easy to predict, early investors in these technologies wouldn't get so rich. Such a low bar for blameworthiness seems too harsh to be plausible; how can any of us be blamed for failing to spot trends that almost no one was able to see, despite the significant material incentives for doing so?
Bill Fulkerson

Responsible Investment needs a bigger toolbox - Preventable Surprises - 0 views

  •  
    A survey of ESG influencers shows the elusive side of investor responsibility. What to do? When the Covid-19 crisis exploded in winter 2020, we spelled out four different scenarios for ESG in times of pandemic.
Bill Fulkerson

The Fischer Random Chess Stock Market - Vitaliy Katsenelson Contrarian Edge - 0 views

  •  
    There is a parallel between today's stock market and Fischer random chess. The last time we faced a global pandemic was in 1918, and this might as well have been in the BC era. Few of us were alive then, but even the history books are not that useful, as the structure of the US and global economy, the central bank system, the diversity and dynamism of society, and the state of technological progress are nothing like the world knew then. Most of the mental models we as investors rely on are based on an environment that no longer exists. The only common denominator between now and then is that humans have not really changed that much - it takes a few millennia to rewire our DNA and thus our fundamental behavior.
Steve Bosserman

Is Social Media Disconnecting Us From the Big Picture? - The New York Times - 0 views

  • User-generated content, by and large, is not lucrative at a scale that satisfies investors, and as a result, most social-media companies are changing direction toward other revenue streams. One of the more significant shifts is the move into social messaging.
  • These new messaging features work to bind private groups tighter together, by making it more fun to talk to one another than to engage with the world at large.
  • We are more interested in locating alien species than understanding the humanity among the species we already live with
Steve Bosserman

Want job security in the AI era? Pick a career than has a human touch computers can't o... - 0 views

  • AI tools will help creative people be more creative and strategic people be more strategic, so core people can actually be more human, Lee said. "Jobs like doctors will require more EQ [emotional intelligence], more compassion, more human-to-human interaction, while AI takes over more the analytical, diagnostic work."
  • "We see AI changing 90 percent of the work people do," Daugherty said. "Fifteen percent of jobs will be completely automated and replaced. But the major of jobs will be improved."
  • "There is a lot of a counterweight of investors who really care about this stuff," said Paula Goldman, leader of the Tech and Society Solutions Lab at the Omidyar Network, citing the potential for indices that track how well companies follow best practices. "You can reframe [AI response] as a business risk."
1 - 20 of 24 Next ›
Showing 20 items per page