Founder: @viewfromthepeak, Founder @uschinaseries, Overcommitted to Linkedin, MySpace, and Faxes

Chicago / London
Joined May 2012
A quick visit to CNBC last night to discuss China's outlook. Folks are too bearish and while there will be a bounce when they eventually reopen, tough to be constructive on any risk assets regardless of jurisdiction. cnbc.com/video/2022/05/27/vi…
Join us tomorrow at 7am EST for @PKU_MBA professor Paul Gillis and co-founder @Viewfromthepeak to discuss Chinese listings on US Exchanges. Register: us06web.zoom.us/webinar/regi…
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Sitting down the write the first report of 2022. With a distinct lack of conviction for what Q1 holds, stick with the mega themes of Climate, China, Digital and Demographics. No instant gratification but you have a tailwind of trillions of annual investment
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Benchmark introduces Battery & EV metals prices to The Wall Street Journal “Offering base prices for lithium, nickel, cobalt, graphite to ⁦@WSJ⁩’s mainstream audience cont our commitment to mainstream education of lithium ion - EV supply chain” benchmarkminerals.com/member…
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Palantir refuses to work with China in the same way I refuse to date Naomi Campbell
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Register for today's live at noon EST. Chief Investment Officer for Bleakley Financial Group @pboockvar joins @Viewfromthepeak Paul Krake for an inflation debate. Boockvar is also the Editor of "The Boock Report", a macro market newsletter. Register: us06web.zoom.us/webinar/regi…
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Join us tomorrow at noon EST for @pboockvar as he joins @Viewfromthepeak Paul Krake for an inflation debate. Boockvar is also the Editor of "The Boock Report", a macro market newsletter. #wealthmanagement #investment #macro #inflation Register: us06web.zoom.us/webinar/regi…
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Join us tomorrow at noon EST for @pboockvar as he joins @Viewfromthepeak Paul Krake for an inflation debate. Boockvar is also the Editor of "The Boock Report", a macro market newsletter. #wealthmanagement #investment #macro #inflation Register: us06web.zoom.us/webinar/regi…
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Nov 23, 9AM LON, @KarolinSchaps talks #solarpower for #waterpurification with @desolenator head of ops @catriona_mcgill. at Desolenator, a company that has developed a technology that uses #solarpower for #waterpurification. Register: lnkd.in/gDscezMQ
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In one hour @Viewfromthepeak hosts @LME_news's Hugo Brodie and Alice Lim for "The Essential Role of Metals in a Sustainable Future." Learn how the London Metal Exchange plans to make #metals the cornerstone of #sustainability. 🏅 Register now: zoom.us/webinar/register/WN_…
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Tomorrow at 9AM EST / 2PM LON @Viewfromthepeak hosts @LME_news's Hugo Brodie and Alice Lim for "The Essential Role of Metals in a Sustainable Future." Learn how the LME plans to make #metals the cornerstone of #sustainability. 🏅 Register now: zoom.us/webinar/register/WN_…
Register today an incredible interview! Mon. Nov. 22, 9AM LON / 2PM NY we hear how @LME_news works to endure that #metals are #sustainably sourced for a #sustainablefuture. LME's Hugo Brodie and Alice Lim join Paul to discuss. zoom.us/webinar/register/WN_… @ClimateTransfmd
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How messed up can the Metaverse become? Episode 3 'Merica, Mao and the Metaverse How messed up can the Metaverse become? Paul Krake and Paul Schulte's Podcast about the interaction of the US, China and technology without borders. podcasts.apple.com/us/podcas…
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Ai Weiwei on ‘The Daily Show’: ‘The Fear Is That I Don’t Speak Out’ artnews.com/art-news/news/ai… via @artnews
What a week! Join at 11AM EST for The Friday Town Hall with @Viewfromthepeak Paul Krake as he facilitates discussions about the week’s most important investment topics. us06web.zoom.us/meeting/regi… #investing #uschinaseries #climatetransformed
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New Podcast from Investing Transformed: My interview with Neil Azous of Rare View Capital. We delve into the skillset required to be a genuinely unique investor, the flaw of the off-the-shelf products and Neil's multi-asset framework podcasts.apple.com/us/podcas…
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Satellite image of what appears to be a full-scale mockup of a US warship in the Chinese desert
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Finally have the courage to admit that as a finance person who spent a decade in NY, I don’t like Succession
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