Investor DNA 05/07/2020 — “Biblical” Wave Of Bankruptcies Is About To Flood The US

You are about more than investment ideas

Dear Reader

AI on my mind. I am presenting a short deck on AI to a bunch of endowment and foundations on Friday the 8th, organized by the good people of RegFG. As I was reseaching the topic, I had some thoughts about AI and the Investment office. May be of interest to some of you. One thought: deep fakes are scary.

Ackman-ed: Just listened to the Podcast interview of Franam street with Bill Ackman

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