Robert Young
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The World Bank Mobilized $112 Billion of Private Capital. The Finance Lesson Is Leverage, Not Fundraising.
The World Bank mobilized a record $112 billion of private capital in FY2026. The more useful…
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How CFOs Should Measure Catalytic Capital: Dollars Mobilized vs. Risk Retained
Capital mobilization is not just about dollars attracted. CFOs should track contingent exposure, expected loss, duration…
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The World Bank’s $3 Billion Low-Income Gap Shows the Limit of Private-Capital Mobilization
The World Bank mobilized $112 billion of private capital overall—but only about $3 billion in low-income…
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JPMorgan’s Reported Claude Spending Caps Point to a New CFO Problem: Metering AI
JPMorgan’s reported Claude spending limits show why CFOs need to treat AI as a metered operating…
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The Fed Just Raised Rates. CFOs Should Reopen Their Cost-of-Capital Assumptions.
The Fed’s first rate increase in more than three years should prompt CFOs to stress-test refinancing,…
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The World Bank Mobilized a Record $112 Billion of Private Capital. The Finance Lesson Is Leverage, Not Fundraising.
The World Bank mobilized a record $112 billion of private capital in FY2026. The more useful…
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The SEC Is Opening U.S. Markets to Tokenized Stocks. The Bigger Question Is What Changes—and What Doesn’t.
The SEC’s five-year tokenized-stock exemption could change settlement, custody and market access. The bigger finance question…
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The CFO Is Becoming the AI Capital Allocator. That Changes the Job.
AI is moving from experimentation to capital allocation. CFOs increasingly have to decide which technology bets…
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The Cohere–Aleph Alpha Deal Shows AI Is Entering a Capital-Efficiency Phase
Cohere and Aleph Alpha’s combination is more than an AI merger. It shows how enormous fixed…
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When the Risk-Free Rate Hits 5%, Every Capital Allocation Decision Changes
A 5% Treasury yield does more than raise borrowing costs. It changes hurdle rates, acquisition math,…
