Podcast Channel

Nicholas Mitsakos

The show analyzes emerging economic and social developments, identifying the most critical issues impacting investment success. It looks at globally disruptive changes and strategies to profit from these new market forces. Innovation, advanced technologies, geopolitics, and new interrelated factors are essential components of future investment success.

Investment success combines predicting the future, the confidence to make bold choices, and the fortitude to stay with those choices. Today’s volatile and uncertain world requires new knowledge and perspective and assembling relevant facts from many diverse sources to make better decisions and achieve superior returns.

Some of the world’s most important industries are being profoundly impacted by new technological innovations and platforms, such as artificial intelligence, digital assets, blockchain-based businesses, gene editing, and DNA sequencing, enabling unprecedented disruption to business and economic models. Stable predictability is increasingly anachronistic. Every company or industry will either be a disrupter or disrupted. The leading growth companies of today stand an excellent chance to be memories tomorrow.

Transformation and Investing

Investment Principles and an Irrational World

Important and Unknowable

Ptolemy, Galileo, and Financial Markets

Understanding Risk

Digital Assets and Distributed Ledgers

Digital Central Banks

Noise and Unpredictability

Tech Policy

Crypto and the Environment

Noise and Unpredictability

Education and Research

Applied research and academic rigor are a core part of our DNA. We publish research on topics ranging from security valuation, competitive analysis, market conditions, geopolitical updates, technological innovations, market disruptions, and emerging trends. We also provide real-time updates on specific events including meaningful market developments, material economic and socio-economic changes, along with other topical events that have the potential to impact our portfolio and investment strategy.

Arcadia constantly searches for innovative ideas and next-generation thinking. We present our ideas and perspectives to share our thinking and promote excellence among our partners, policymakers, and academics. We openly invite debate, creativity, and the sharing of ideas.

Arcadia’s executives produce podcasts, articles, research, and books describing our latest analysis and understanding. We also gain expertise and perspective from the experiences of other leaders, innovators, and disruptors whom we follow closely.

We believe that clients are best served through our lifelong learning, challenging traditional thinking, and questioning assumed knowledge. Technical skills and knowledge, leadership and management, and lifelong learning and personal enrichment benefit our partners, principals, and clients.

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