Ricki Huang

Every generation gets one great repricing of the world. Mine got five.— so far. The tape is still running.

I became an investor at 18— a teenage landlord who Googled everything and learned the rest the hard way, in a world that still believed in one market. My first deal was a rental property; my first lesson was that nothing holds still.

Then the decade proved it. Tariffs went from 3% to a trade war that rerouted half a trillion dollars of supply chains. A pandemic cut the S&P 34% in 23 trading days — then delivered the fastest recovery in market history. The Fed took rates from 0 to 5.5% in eighteen months, repricing every asset on earth. Two economies that had spent thirty years converging began building parallel systems — separate exchanges, separate chips, separate clouds— and separate term sheets, which is where I come in. Then AI compressed a decade of change into every eighteen months.

I crossed the divide while it widened: ran a Financials book through the 2018 tariff swings and beat the benchmark by 1,500+ bps; graduated into the 2020 crash and kept buying; went deeper into digital assets in 2022, mid crypto-winter— when Bitcoin was down 75% and the seat was cheap. Timing is a personality trait., back when they were a leap of faith at a Big Four. I didn't cross it alone.^[3]

What the decade taught me is simple: when the world fragments, the spread lives at the seams. Most people see borders as friction; I built my practice on the conviction that they're where value hides — if you can find the deal, and structure it to survive both sides. Which, in the end, is a judgment call^[2] — and a relationship business.^[1]

That's what I do. The rest of this page is the evidence.