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Skye Global’s Amazon Problem

Jamie Sterne’s once high-flying hedge fund has recently been lagging the broad market.

Churchill’s Ken Kencel on Private Credit’s Second Act

From the myth of “semi-liquid” private credit to why the highest returns can be misleading, Kencel challenges some of the industry’s most widely held assumptions.

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Creative Disruption: Private Markets in 2026 

Discovery’s Strong June Reinforces Its Bet on a More Selective AI Boom

Robert Citrone’s hedge fund is positioning itself for second half of 2026, finding opportunities in AI infrastructure, emerging markets, and a weaker U.S. dollar.

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