I was in Lake Como for a small meeting of ~30 people, including sovereign wealth, hedge, and pension fund heads, plus a few intellectuals and leading figures from government. Brexit made for extra excitement in our discussions. Hint to scaremongers: the smart money is not as scared as you have tried to make the public.
I can't really share many photos from that meeting, which was held at two large villas on the lake, one a hotel and the other a private estate. Most of the photos below are from Florence. In the first photo below I'm giving some after dinner remarks at the Como meeting.
Pessimism of the Intellect, Optimism of the Will Favorite posts | Manifold podcast | Twitter: @hsu_steve
Wednesday, June 29, 2016
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