Fasanara Capital
Emergence of New Capital Markets
Summary
Therapy time for 2020’s:
- What worked won’t work
- Radical unorthodox is the only way, experience is your enemy, experimentation your
saviour - Choose a strategy, not a trade. Go anti-bubble
- Go the extra mile, pull up your sleeves, go to the real economy, seek infrastructure
and technology. Can’t claim fees on the ability to pick stocks or bonds at zero rates –
it’s delusional - In a word, leave the old, embrace the new, venture out: experimentation vs
experience - Finishing on a positive note, with chaos comes opportunity: new + chaos = truly
innovative field, fertile ground for truly innovative ideas (not old ideas that are applied to a new context, or variations of existing ideas