Welcome! I write about macro–global politics and money. For many years, I was a strategist for the largest hedge fund in the world. Here you can find the latest about my books, essays and podcast and reach out to me with a question. I’ve published two books, hundreds of essays and many interviews on my podcast. I believe that while the world is complex, it can be understood and everything I publish is meant to help with that. More about me in the “about” tab.
Books
Raising a Thief is a non-fiction book about being a parent. Master, Minion is a thriller about financial war. It will take you inside Russia, China and the US in a way no other book will.
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Essays
I write essays about how I am investing with, for subscribers, a full view into my decisions. Most of these are on my Substack. Some are in other publications, like The Wall Street Journal. Sign up and get the essay delivered direct to your inbox.
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Podcast
I ask guests about their background, work and the biggest lessons they have learned from being alive. The answers are astonishingly varied. Guests include former FBI Director Jim Comey, Ray Dalio and Congressman Jim Himes.
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Master, Minion is out!
December 16, 2022Master, Minion is out! I think you will enjoy it and I am so thankful for all the beta readers who helped me get it to this place.
read moreBarbarians at the Gate
September 25, 2023“Resolving the Taiwan question and realizing China’s complete reunification is…a natural requirement for realizing the rejuvenation of the Chinese nation.” – China President Xi. “We do know, as has been made public, that President Xi has instructed the PLA, the Chinese military leadership, to be ready by 2027 to invade Taiwan, but that doesn’t mean […]
read morePattern Recognition
September 22, 2023“We’re entering an age of acceleration. The models underlying society at every level, which are largely based on a linear model of change, are going to have to be redefined.” Ray Kurzweil, Director of Engineering, Google. “But I fear that he is expending upon Morel rather more than wholesome morality would enjoin, and without knowing […]
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