Capital Doesn’t Predict the Future — It Builds It
The Greatest Arbitrage in Modern Markets Is Between the World Our Institutions Can Perceive and the World That Actually Exists
April 2026
There is a [...]
The Post-ESG Landscape: Financing the Next Economy
GAI’s Jabusch and Karp in Conversation with Impact Entrepreneur
The investment world is currently navigating a profound paradigm shift, moving beyond the [...]
The Strait of Hormuz and the Price of Fragility
What the Largest Energy Disruption in History Reveals About Portfolio Risk
As we write this, Brent crude sits above $107 per barrel. Earlier this month [...]
“Whale Fall” – The End & The Beginning
By Erika Karp, President
Now that Spring is within sight, I've been fantasizing about the summer. So naturally, I've been dreaming about whales. [...]
Can Orbital Data Centers Really Be a Thing? (And Is That the Next Economy?)
By Garvin Jabusch
February, 2026
We often talk about the Next Economy as a function of efficiency—doing more with less, deleting the friction of [...]
Oren Cass Is Right About the Disease. He’s Wrong About the Cure.
A conservative economist just published the most widely-read critique of financialization in years. His diagnosis is devastating — and [...]
He Lifeng’s Wisdom in Davos: The Rise of the First “Electro-State” and the Next Economy
By Green Alpha® Investments, Next EconomyTM Investments
At Davos 2026 this week, amidst a global backdrop of rising protectionism and short-term thinking, [...]
From Nihilism to Intention: Rethinking Investment Purpose
We’re pleased to share an insightful article by our President, Erika Karp, and CIO, Garvin Jabusch, originally published in Wharton Magazine, exploring a [...]
Electrons, Intelligence, and the Shape of the Next Economy™: 2025 Year-End Macro Commentary
By Garvin Jabusch
The defining question of 2025 wasn't whether artificial intelligence would transform the economy. It was whether intelligence alone would [...]