Hey guys
Twice annually, we bring together a selection of our smartest friends to discuss the topics that are engaging our brains right now.
A couple of weeks back, we convened in person and also remotely to discuss
- Growth vs. Value
- Inflation vs. Deflation
- China and the Xi effect
- Baillie Gifford
- Our investment outlook.
- Plus some contrarian views about COVID and vaccinations
You can see everything HERE. All views, both for and against, are welcome.
Hope you enjoy.
