- Nov 24, 2019
Circle of Competence Issue #87
The habit of success, The Business Vault, real estate debt investing, the storage industry billions, self driving cars and our future, and m
- Nov 17, 2019
Circle of Competence Issue #86
Deep tech trends, digital advertising bubble, Sam Zell on his newest investments, Steve Schwarzman on building Blackstone, SpacEx's Star
- Nov 11, 2019
Circle of Competence Issue #85
Housing crisis in California, PWC's 2020 trends in real estate, Ray Dalio on the broken financial system, 3-D printing housing, flying t
- Nov 3, 2019
Circle of Competence Issue #84
Josh Wolfe and Raoul Pal on private markets and liquidity crises, investing in a low growth environment, exploring negative rates, biology i