June 7
Throughout human history, if we had access to more than we needed, we kept the excess to survive in leaner times. Having surplus items also signaled wealth and desirability as a mate, and key rituals often depended on precious items being stored safely. Our ability…
May 24
Note: This newsletter is not investment advice. Five years ago, Nvidia was a second-tier semiconductor company known for giving Call of Duty better resolution. Today it’s the third-most-valuable company on Earth, with a dominant 80% share in AI chips, the processers underpinning the largest, fastest…
May 3
For any species to endure, it must find reward in two things: sex and conflict. The importance of the sex drive is obvious. But if we’re not wired for conflict, we’ll meet the same fate as if we never reproduced. Evolution is a competition for…
April 26
For years, we’ve been making predictions. The objective isn’t only to be right more than we’re wrong, but to catalyze a productive dialog that might shape better outcomes. If you get most/all your predictions right, you’re not predicting … you’re stating the obvious. Also, predicting…
January 12
You are where you spend time. And my boys, like the rest of America’s youth, are TikTok. When asked whether they’d prefer TikTok or all other streaming platforms, tomorrow’s business/civic/military leaders pick the former. TikTok is the most consequential Asian import since … Datsun. Datsun…
December 8
Humans have been writing for five thousand years — and drinking longer. Archeologists recently discovered a 13,000-year-old beer in a cave near modern-day Haifa, Israel, and there is archaeological evidence of alcohol consumption around the globe by 5000 BCE. Alcohol’s draw is a cocktail of…
November 10
I spent the first 30 years of my life not worried enough about things I could control. And the last 10, too worried about things I have almost no control over. That’s accelerated over the past few weeks, but there’s a silver lining: I’ve been…
May 26
In the past 30 days I’ve been approached by three groups asking if I’m interested in joining a consortium to bid on European football clubs. The prospect violates two of my core investing tenets: stoicism, and boring > sexy. I try to remain unemotional and…
February 24
Three years ago today there were 53 known cases of Covid-19 in the United States. The first U.S. death was recorded five days later at the EvergreenHealth Medical Center in Kirkland, Washington. At that point, the only lockdown was in a city that would become…
Every Monday, get our insights on Markets. On Wednesdays, we'll answer your questions in Office Hours. And Thursdays we'll share a Conversation - this week, we’re joined by Simon Sinek, an international speaker and best-selling author of the books “Start With Why,” “The Infinite Game,” and “Find Your Why.” Simon discusses all things leadership, mentorship, and the struggles men face in building meaningful relationships. We also get into Simon’s personal life, including his career journey, the demons he wrestles with, and his hacks for mastering the art of storytelling.
