Knowledge Ridge

Author Profile

Managing Partner

Tier 1

Quadriga Asset Managers, Spain

Former Head of Commodities at Old Mutual Global Investors / Former Portfolio Manager Macro Commodities at BlueCrest Capital Management (2014-2015)

Contact: +34 NA

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China, Lehman Squared?

China, Lehman Squared?

China’s Evergrande crisis exposes deep systemic leverage, policy distortions, and real estate bubbles. An orderly default is likely, but risks …

October 6, 2021

Bitcoin: Bubble or Anti-Bubble?

Bitcoin: Bubble or Anti-Bubble?

The article traces Bitcoin’s evolution amid fiat currency flaws, exploring whether it’s a revolutionary “anti-bubble” or another speculative bubble—reflecting on …

August 12, 2021