09

Sep

BTE Newsletter #44: What Exactly is Vanguard Doing?

Good morning everyone, and Happy Tuesday Wednesday. I hope you all had a great long weekend. And for those of

09 Sep 2026

8 min read

01

Sep

BTE Newsletter #43: The Case For Secondaries, With a Caveat

Good morning everyone, and Happy Tuesday. First things first, there is an update on the podcast. Episode 14, featuring David

01 Sep 2026

8 min read

25

Aug

BTE Newsletter #42: Is Private Credit Under Strain?

Good morning everyone, and Happy Tuesday. It's that time of year when everyone says "Where has the

25 Aug 2026

7 min read

18

Aug

BTE Newsletter #41: It's Amazing What You Can Get For $500 Billion

Good morning everyone, and Happy Tuesday. We're already into the middle of August, so the summer season is

18 Aug 2026

7 min read

11

Aug

BTE Newsletter #40: The 5 Reasons Why Investors Are Souring on Alternative Asset Managers (according to KKR)

Good morning everyone, and Happy Tuesday. I hope you've all been having a great summer. I have as

11 Aug 2026

8 min read

05

Aug

BTE Newsletter #39: The Rise of Direct Indexing, and Other Innovations in Public Markets

Good morning everyone, and Happy Tuesday Wednesday. I hope you all enjoyed the long weekend. For the first time in

05 Aug 2026

7 min read

29

Jul

BTE Newsletter #38: The Rise of the Total Portfolio Approach

Good morning everyone, and Happy Tuesday Wednesday. First, the most important update: my 5-year old son is making good

29 Jul 2026

6 min read

21

Jul

BTE Newsletter #37: Sports! (Part 2)

Good morning everyone, and Happy Tuesday once again! I hope you're all enjoying the summer, even those of

21 Jul 2026

6 min read

14

Jul

BTE Newsletter #36: Why Has Real Estate Lagged, and Is There An Opportunity?

Good morning everyone, and Happy Tuesday once again. I hope you're all having a great summer so far.

14 Jul 2026

6 min read

07

Jul

BTE Newsletter #35: Private Credit's Math Problem

Good morning everyone, and Happy Tuesday once again. I hope you all had a great Canada Day (or July 4th)

07 Jul 2026

6 min read