Interests

Books I keep returning to

The Most Important Thing
Howard Marks
Poor Charlie’s Almanack
Charlie Munger
Thinking in Systems
Donella Meadows
The Structure of Scientific Revolutions
Thomas Kuhn
Scale
Geoffrey West

Questions I sit with

  • What determines the rate at which an organization can absorb new information?
  • Why do some compounding systems break and others don’t?On Compounding
  • How do you distinguish structural change from cyclical change in real time?
  • What makes a business genuinely antifragile, not just resilient?

Topics I keep returning to

  • Complexity science and emergent behavior in markets
  • Institutional design and incentive alignment
  • The history of capital allocation
  • How software reshapes coordination costs
  • Intelligence — artificial and otherwiseHow Machines Think

Concerts I’ve been to

  • Kanye West
  • The Weeknd
  • Dua Lipa
  • Ed Sheeran×2
  • Travis Scott×2
  • Don Toliver×2
  • J Balvin
  • Post Malone
  • Maroon 5
  • 50 Cent
  • Charlie Puth
  • Zedd
  • David Guetta
  • Jonas Brothers
  • Kid Cudi
  • Halsey
  • Anne-Marie
  • Becky Hill
  • Ellie Goulding
  • Jonas Blue×2
  • Liam Payne
  • James Arthur
  • Loud Luxury
  • Dean Lewis
  • Olly Murs
  • Rita Ora
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§Interests