Views on global markets and politics, with a special focus on the Japanese equity market, by a well-travelled former investment banker turned entrepreneur.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 234 | Founded | 5 years ago | Last Issue | 15 days ago |
| Active | |||||
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discussthetape.substack.comLatest Issues
The Week That Matters (21-25 Sept, 2026)
Last week, I took an extraordinary Australian biotechnology company to Dubai to meet investors with Azusa san.
The company operates at the absolute frontier of healthcare and science. But sitting in Dubai, surrounded by extraordinary pools...
The Week That Matters (7th-11th Sep, 2026)
“Finance is not the purpose of business. It is a tool of business.” Henry Ford
Are we engineering finance at the expense of real growth?
The Week That Matters (24th-28th August, 2026)
“Pour myself a cup of ambition.” Dolly Parton
What would Dolly Parton have done in a world without work?
The Week That Matters (17th-21st August, 2026)
The earthquake nobody is trading.
This week, I will argue:
SK Hynix, $28.6 Billion, and the Next AI Opportunity
“You ain’t seen nothing yet” Ronald Reagan.
The SK Hynix Playbook
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