Substack Library
GlossaryInflation Ebbing = Assets Up
October 24, 2025“It isn’t what sum you get, it’s how much you can buy with it.”
Cars Are Going the Way of Typewriters
October 3, 2025While 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.
Story Telling Revolutions
September 18, 2025I 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
September 12, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Putting the Puzzle Together
August 29, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.