Bronte Capital

APRIL 30, 2021

Bluntly - this is the biggest pool of disengaged money on the planet - with large amounts of financial assets held by people of middling to no financial sophistication. Financial institutions in Australia have been fattened on fees from these collected savings. I personally have been a beneficiary.

Securities 100

Securities Bank Banking Accountant 100

Mergers and Inquisitions

MAY 15, 2024

When interest rates were at ~20% in 1980 and fell substantially over the next few decades, virtually all financial assets benefited: Corporate bonds, equities, and private equity. These teams do not seem to recruit many people with a traditional investment banking background, presumably because bankers are clueless operationally.

Private Equity 105

Private Equity Equities Consulting Recruitment 105

Mergers and Inquisitions

MARCH 8, 2023

Commodity trading and investing are appealing for many of the same reasons global macro strategies are appealing: inflation protection, diversification, and potentially higher returns when financial assets perform poorly. Around 10% had wealth management experience.

Funds 119

Funds Finance Finance Trading 119

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Collateralized Debt Obligation (CDO) (wallstreetmojo.com) The rise and demise Collateralized Debt Obligation assets turned out to be a cyclical process, initially reaching the top because of its inherent benefits, but ultimately collapsing and leading to one of the largest financial crises.

Debt 52

Debt Bank Banking Investors 52