Insights — StratQuent
Insights

Conviction Through
Second Order
Thinking.

Perspectives on capital markets, transactions, and strategic advisory — for founders, boards, and sponsors making consequential decisions.

Topics
MacroPrivate EquityGlobal TradeAI & InfrastructureHealthcareTrade PolicyMarkets
Macro
The Year the Second Order Effects Arrive
Writing at the intersection of capital markets, corporate finance, and strategy — focusing on credibility, valuation, and risk in public and private markets.
January 2026 · Read on Medium →
Macro
The Market That Refuses to Blink
A close look at why markets continue to hold despite persistent macro headwinds — and what it signals for capital allocators.
December 2025 Read →
Global Trade
The Unmaking of Emerging Markets?
A sweeping tariff regime may mark the formal end of the preferential global trade order — and what it means for capital flows.
April 2025 Read →
Private Equity
Dry Powder, Frozen Exits
Why capital is sitting idle, exits are stalling, and the GP to LP relationship is entering a new phase.
June 2025 Read →
Markets
Capital Markets in Transition
How tokenization, regulation, and hybrid markets may unravel without structural reform over the next 24 months.
June 2025 Read →
AI & Infrastructure
Frontier AI and Systemic Infrastructure Risk
Frontier AI has crossed a threshold — how capital markets should understand the new dependencies and systemic risk implications.
November 2025 Read →
Healthcare
Private Equity in Healthcare: Transformation or Turmoil?
Over the past five years, PE has invested over $200 billion in healthcare — and the regulatory debate is heating up.
March 2025 Read →
Trade Policy
The Trade War Has Begun
The latest wave of tariffs has officially escalated a global trade war. How to navigate the fallout and position for opportunity.
February 2025 Read →
Healthcare
Reflections on the 2025 J.P. Morgan Healthcare Conference
Seismic shifts in investment strategies, M&A activity, and innovation amidst regulatory and economic uncertainty.
January 2025 Read →
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