21
Jul
BTE Newsletter #37: Sports! (Part 2)
Good morning everyone, and Happy Tuesday once again!
I hope you're all enjoying the summer, even those of
6 min read
Latest
14
Jul
BTE Newsletter #36: Why Has Real Estate Lagged, and Is There An Opportunity?
Good morning everyone, and Happy Tuesday once again. I hope you're all having a great summer so far.
6 min read
07
Jul
BTE Newsletter #35: Private Credit's Math Problem
Good morning everyone, and Happy Tuesday once again.
I hope you all had a great Canada Day (or July 4th)
6 min read
23
Jun
BTE Newsletter #34: Discount Retailers, Wind Turbines, Data Centres, and Preschool
Good morning everyone, and Happy Tuesday.
First things first: there will be no Beyond The Exchange newsletter next week. Happy
8 min read
16
Jun
BTE Newsletter #33: It's Amazing What You Can Get These Days For $2.5 Trillion
Good morning everyone, and Happy Tuesday.
We're now just a couple days away from the webinar I'
7 min read
10
Jun
BTE Newsletter #32: Should Private Credit Reprice Daily?
Good morning everyone, and Happy Tuesday Wednesday.
We're now just over a week away from the webinar I&
6 min read
02
Jun
BTE Newsletter #31: Not a Good Look For the Canada Pension Plan
Good morning everyone, and Happy Tuesday once again.
First a reminder, I'll be hosting a webinar Thursday June
7 min read
26
May
BTE Newsletter #30: The Time Has Come To Explain What I Do
Good morning everyone, and Happy Tuesday. I have a couple of updates from last Thursday.
First, I mentioned that I
6 min read
21
May
BTE Newsletter #29: "We are tired of writing $100 million and $150 million checks for the stupidity of others."
Good morning everyone, and Happy Tuesday Wednesday Thursday.
On Friday I recorded episode 12 of the podcast, featuring Capoeira Partners
8 min read
12
May
BTE Newsletter #28: "Retail Private Credit? We hardly even do that at all."
Good morning everyone, Happy Tuesday.
First, a bit of a changeup: rather than hosting, I recently appeared on someone else&
6 min read
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