Information is everywhere, Insight is power

Uncertainty is uncomfortable for most people, but for people who rode to the top on a spreadsheet, the discomfort is neurotic.

Second-order thinking is uncomfortable. It forces you to confront tradeoffs your team would rather ignore, but the markets won’t.

Don't innovate for average, innovate for typical, and typical is a little weird.

Chances of miscalculation at the US China Summit are high... and personal.

Slow is Smooth, Smooth is Fast may help you outwit a cyber-verse of instant answers and everyone using them.

Predictive AI and quantitative trading are essentially the same thing and are very capable provided nothing changes.

To understand why growth makes your company feel dumber, the first step is to understand how companies talk to themselves…

We're all focused on one critical chokepoint, but chances are you're ignoring the most critical one.

Attention isn't just scarce, it's fragile. And expensive. How to avoid signal and noise collapse.