Want my value-oriented take on something? Let's have a chinwag.

Topics such as bubbles, asset valuation, monetary policy, portfolio construction, and even my gnarliest shanks, are all fair game.

I can't promise a good or even insightful answer, but I'll do my best. I'm also not afraid to say "I don't know" or "I was wrong."

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My background: I studied mathematics and business. Spent a decade in hedge funds, mutual funds, and VC. Wrote a book about the history of financial bubbles. Now I manage a private fund and publish a value-oriented fortnightly journal of financial markets.