Thoughts and Insights on corporate affairs, business and markets
Our articles share what we’ve learned from working with company boards and investors on strategy and business matters.
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Entry 16: The Crash Guy, The Philosopher, and The Mapmaker: Three Warnings for a Bullish Market
As President Trump’s visit dazzled Britain with pageantry and promises, three financial heavyweights—Mark Spitznagel, Howard Marks, and Ray Dalio—offer a sobering counterpoint. Their warnings about market exuberance, tail-risk strategies, and suspicions over the fragility of global economic systems are getting louder.