Politics and investment
A consistent theme for me is the difficulty that politics poses for investment. Yes, clearly, the political process can do things which produces gains for certain investments, problems for others. Being able to rise such coattails is clearly a potentially at least profitable strategy.
It's also true that of course we need to have some political input into the investment process. Without laws on intellectual property the whole idea of investing in tech becomes a little difficult. Without laws about creditor preference and bankruptcy then being a creditor rather than equity owner