Just a reminder I will be in Switzerland next week. If you would like to come say hello, I will be be at Zurich Main Station (NZZ Bar) from 4.30 to 6pm on Tuesday 29th, and available for a coffee from 8am to 9am in Geneva - venue to be confirmed. Drop me a line if you are thinking of stopping by.
There are no written notes, just a presentation today. I was talking to an investor on the weekend, who had looked at clearinghouses, and I could see when I explained the problem from first principles he suddenly understood it more clearly. So the video today is essentially that same conversation. If you want more hard details, visit my clearinghouse page.
