Weekend reading: a brilliant geopolitical primer, our problems with state capacity, and why passive is massive
Plus a collection of recent reports looking at how to build a diversified portfolio in a more uncertain, more inflationary environment
One last reminder. I’ve switched to paid subscriptions - £50 annually or £5 a month - but made this letter free for everyone. Please do consider subscribing if you haven’t already. And for those that have, many thanks!
And please do consider sharing this (it’s free) with potential new subscribers.
Must Watch
Plenty of people I follow online have been rec…
Keep reading with a 7-day free trial
Subscribe to David Stevenson's Adventurous Investor Newsletter to keep reading this post and get 7 days of free access to the full post archives.