Substack Library

Glossary

The Wind Comes Out of the Sails

We understood that life, even the worst parts of it, were a shifting mix of happiness and pain, good luck and bad, and that there was no reason to fear that bad luck was greater than good.

    Bigger Swings

    NOT INVESTMENT ADVICE

      Entrepreneurs and Central Bankers Don’t Agree on AI

      THIS IS NOT INVESTMENT ADVICE

        Inflation Ebbing = Assets Up

        “It isn’t what sum you get, it’s how much you can buy with it.”

          Anxious Mr. Market

          THIS IS NOT INVESTMENT ADVICE

            The US China Tech War

            “It does require a bit of thought as to how we can adapt.”

              Cars Are Going the Way of Typewriters

              While journalists breathlessly report on a plane crash or a train derailment, they are silent on a more salient fact: about 1.2 million people will die this year in car crashes. Fortunately for future generations, most of these terrible drivers are going to be replaced by a computer. In fact, in a number of countries (Norway, UAE) that is already happening, and in the US, it will significantly occur in the next decade.

                What if the Productivity Shift is Real?

                THIS IS NOT INVESTMENT ADVICE.

                  Story Telling Revolutions

                  I was traveling this week, so today is mostly sharing a podcast with Pedro Lopez, who created the remarkable series Gloria on Netflix.

                    AI Will Change Jobs Before the Data Shows It

                    THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.