Substack Library

Glossary

The Precipice

“What’s the concern about there being more process?”

    Letter from Sao Paulo

    One morning, while I was strolling in the garden, an idea appeared on the trapeze I have inside my head.

      Opposing Forces

      THIS IS NOT INVESTMENT ADVICE.

        Poking Holes in the Growth Narrative

        Not investment advice.

          The Great Debate

          NOT INVESTMENT ADVICE.

            Slowing Rates of Change

            THIS IS NOT INVESTMENT ADVICE.

              When Cash Outperforms

              NOT INVESTMENT ADVICE.

                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