The Pods On Top Of The Food Chain
Understanding multi-managers and pods
Reflections On Getting Filled
What's the value of something you win at auction conditional on getting filled
Battle Scars As A Call Option — The UNG Experience
A case study in oblique risk
Insights From The Warrant Puzzle via Financial Hacking
Financial Hacking is one of the best books applying intuition to common problems in trading and investing
Beating The SP500 > Winning The NBA Title
Consistent alpha or championships?
If You Wait For All The Info You’ll Be Too Late
The necessity of acting with incomplete info
Reasoning Through A Housing Trade Out Loud
Qualitative discretion
It’s Not The Merit It’s The Price
The wrong price can ruin a great idea
Trading Is Like Any Other Business
Trading is applying a process to a need or service the market demands
Practice Second Gear Thinking
Developing a habit of looking past first-order consequences
The Paradox Of Provable Alpha
What's more likely to have alpha: systematic or discretionary conditional on you being allowed to invest?
The Investing Version Of “Nothing Good Happens After Midnight”
Don’t obsess about investing beyond the point of diminishing returns.
Portfolio Theory In The Wild: Funding YouTube Creators
More life-applied portfolio theory
Trading Is A Team Sport
The lone genius trader is a myth
Trading Vs Investing
Understand what you are actually doing
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