A Thesis For Sector-Focused Hedge Funds
Today: What the pandemic did to (US) retail & how it could inspire hedge funds; also Graeber, France, and more.
The Agenda 👇
My interest in capital allocation
Spotting a pattern in retail
A hedge fund inspired by Carlota Perez
Alex Danco on David Graeber
Old-fashioned decentralization sucks
France lacks a Jean Monnet
After COVID-19, no more low-wage jobs