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  • March 5, 2026 at 3:55 am #636

    Ethan Cross
    Participant

    Different regions offer different deal flow, talent, and opportunity sets. Exposure expands reach, not just risk distribution.

    Geography creates optionality. It should be intentional, not cosmetic.

    Access drives advantage.

    March 6, 2026 at 2:47 am #637

    Daniel Mercer
    Participant

    High growth means little if policy instability undermines property rights or capital mobility. Political context shapes outcomes.

    Risk assessment must extend beyond numbers. Stability preserves value.

    Narratives fade. Structures endure.

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