I made them, data is from multiple sources: predominantly UBS and Bain, they seem to have the best coverage of the industries.
they’re top line numbers and the calculations are very rough but they illustrate the concept well and are defensible due to scale.
If you want a comparable strategy have a look at the media operation behind bitcoin during the boom, there’s millions of articles (mainly Chamath et al) saying funds should have 2% exposure.
loved this read - do you mind sharing the link to where the graphs are from? Can't find it on the Art Market site X
Thank you 🙏
I made them, data is from multiple sources: predominantly UBS and Bain, they seem to have the best coverage of the industries.
they’re top line numbers and the calculations are very rough but they illustrate the concept well and are defensible due to scale.
If you want a comparable strategy have a look at the media operation behind bitcoin during the boom, there’s millions of articles (mainly Chamath et al) saying funds should have 2% exposure.
But bitcoin isn’t real and fashion and art are.
All made with excel and Figma.
obsessed! would love to quote this in something down the line. Thanks so much for sharing.