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Re-Risk Asset Management

Money managers must improve the investment thesis that determines what returns can be discovered.

Bitcoin Is Like Postage-Stamp-Collecting On Steroids

A cryptocurrency, like stamp-collecting, is an evolutionary net-negative.

Money Is A Valuation Not A Value Of Humanity

We must close the gap between the valuation and value of money to spawn regenerative human excellence.

The Elasticity Of MLK’s Wisdom

We must stand on the shoulders of MLK's intelligence and courage to chart a path for humanity much brighter and lighter than our unchangeable past.

Who Cares About ESG?

Fools buy into ESG. Not a problem, until they rally a herd of even greater fools.

What Could Possibly Go Wrong When Nothing In The Universe But Finance Revolves Around Sustainability?

A lot has and will continue to go wrong when we do not challenge a finance theory as thoroughly as a theory of science.

Top1000 Funds Fiduciary

Reformed fiduciary thinking must be morphed into informed fiduciary thinking in asset management.

Capitalize On Nature

Taking care of nature and capitalism are not mutually exclusive. We definitely can inspire the world with new humanitarian excellence we first and successfully apply to ourselves.

Is Meritocracy On The Way Out?

Supposed top-minds think meritocracy is on the way out. I say meritocracy is on the way in, better normalized, with nature instead of man defining merit. Top-minds toppled.

Foundational Depravity

I listened to today's podcast from the World Economic Forum called The Great Reset: Financing a Sustainable Recovery. For a real reset, guaranteed to improve humanity, I suggest you watch my recent interview instead.

Venture Pitch Deck Review

A review of a VC pitch deck used to raise money from an LP reveals how the performance problems in the venture sector are derived from grandfathered risk mismanagement.

Hotel CalPERS

CalPERS' problems are not the players but its investment game. Macro over micro. Cause over consequence.

COVID-19 And The Impact On Financial Systems

In this interview, I highlight how the coronavirus has issued a stern warning we must remodel our financial systems after nature's principles, so as to improve human adaptability to nature's entropy.
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