Perfect, perfect markets. Without asymmetries in information.
Information asymmetry is disappearing from the markets. AI robabilistic truths are taking over. However, you still need market intermediaries for market access, trust realtionships and price discovery.
Perfect efficient markets have been a theory for a long time, where the current price reflects all available information at all times.
Information asymmetry is disappearing from the markets. Probabilistic truths are taking over. AI and large language models are today’s oracles. Exceeding the perspective of opinion makers. We live in an abundance of information, one prompt away from an answer. 🧭
But, what about different future scenarios? What about liquidity availability from creditors? and the current economic cycle? What about liquidity needs of the counter party? own conviction? If theory and reality are meeting today, we both have the same information. Until what exact point in time? last minute, yesterday or 6 months ago?
Why you still need a market active intermediary:
- You need market access. If no market exists, someone builds it for you. That is origination. 🏗️
- Trust isn't a dataset. Qualification and real commitment are assessed in real time, between people.
- Price discovery isn't a calculation. It's finding understanding between 2 different views of the future.
Today I am impressed by conversations with amateurs - unqualified counterparties and the degree of really knowing what will be the price of an asset.
I am here for market and counterparties access. I work in illiquid markets, with a focus in energy infrastructure - private equity professionally, and I occasionally trade illiquid artworks 🎨. From asset assessment and price discoverability (information) to real transactions happening successfully (human).
Join a 10x opportunity in Renewable Energy for the GCC region
The window of opportunity in the Gulf Cooperation Council (GCC) has shifted from a theoretical “base scenario” to an accelerated reality. With the UAE and Saudi Arabia mandating a 10x expansion in renewable capacity by 2030, the demand for sophisticated financial and digital infrastructure has outpaced the internal headcount of sovereign funds and national utilities. We operate at the knowledge-intensive intersection where global private capital and engineering companies meet with regional projects.
Every barrel burned domestically is a barrel not exported.
Contact me to request the full Macro Thesis and investment presentation.