Vodia Capital

Could We Recover from a Trade War?

As I sit down to write this blog post, I am literally baffled at where to start. When presented with the question, “Which current event will most impact the markets?” I am hard pressed to make a single choice. The lack of a cohesive foreign policy comes to the top of…

Is Beyond Meat Really the Future of Protein?

Beyond Meat’s IPO this past May was the most successful public offering in nearly…

Life in a Low Interest Rate Environment

With Wednesday’s Fed rate cut and the European Central Bank’s massive stimulus package…

Leave the Fed Out of It

(Co-authored with David Matias)

With all of the drama from last week’s show of “1600 Pennsylvania Avenue” there was one tweet that could be very damaging in the short-term. Namely, lambasting the Federal Reserve’s policy of gradually rising interest rates to…

The Corporate Tax Myth

The only part of the 2018 tax cuts that made sense to me was the reduction in the corporate tax rates. At the time, I…

Introduction: Stewarding your wealth through the coming recession

In this series of articles we discuss what to expect in the coming recession, and how investors can tackle the social and economic challenges that are likely to come to be exposed in the coming months and years.