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

  1. Growth vs. Value
  2. Inflation vs. Deflation
  3. China and the Xi effect
  4. Baillie Gifford
  5. Our investment outlook.
  6. Plus some contrarian views about COVID and vaccinations

You can see everything HERE. All views, both for and against, are welcome.

Hope you enjoy.

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