April 8, 2026
Every Machine That Took a Job Created More
A piece on technological revolutions, creative destruction, and what the historical pattern says about AI.
Substack
Essays and research notes on macro, finance, geopolitics, and market structure.
April 8, 2026
A piece on technological revolutions, creative destruction, and what the historical pattern says about AI.
April 2, 2026
The quantum threat is real, the solutions exist, and Bitcoin's developers are arguing about something else.
March 25, 2026
How to invest intelligently
March 21, 2026
What you can actually invest in and why it matters
March 19, 2026
You hear “the markets” every day. Markets are up. Markets are down. Markets are nervous. But what are markets, actually?
March 11, 2026
A post-mortem on autonomous trading agents, misplaced trust, and what I’d do differently.