Every year we at Concentric update our investors on the progress of our portfolio. As part of our talk, we try to impress upon them the way we see the world and how that impacts our investment strategy. For the first time, we are publicly posting a segment from the…

Modern Monetary Theory (MMT) has proponents in high places. Somewhat predictably given it entails unlimited government spending, Democratic nominee Joe Biden and Bernie Sanders are advocates. And whilst Donald and Boris are not ideologically wedded to MMT, it’s not like they are any better given the out-of-control deficits being run…

Universities have been the fulcrum of our society for centuries. They have set cultural direction, uncovered great scientific advances, educated and enlightened many generations of lawmakers and policymakers. …

In order to contribute to the developing African venture ecosystem, we are publishing in full an internal note determining how we at Concentric are thinking about our emerging Venture Capital Strategy for Africa Africa was a continent unknown. Having returned from a 2-month sub-Saharan stint, I find the assumptions I…

The UK govt has been unique in it’s response to Covid-19. We discuss why and try to extrapolate the implications, specifically as they pertain to the venture community The response of almost all other countries: immediate lockdown, shutting off of the economy UK: have accepted the virus cannot be contained…