Here are some books and writings that I have found to be the most helpful in shaping my thinking this year. For a longer-term geopolitical framework, I highly recommend Disunited Nations, by Peter Zeihan. It’s a very easy, somewhat fun, yet informative read on the shifting geopolitical tides we’re likely to see play out over…
The Importance of Asymmetric Convexity for a Portfolio Moving Forward
After a long hiatus from the blog, I’m back! I never really went anywhere. Things were so hectic in March and April that I was focusing all of my time on staying on top of everything. After that, I was using direct communication to keep my clients updated and since then I just haven’t had…
Why I Think Hashgraph will be the Cryptocurrency & DLT Winner
This post might seem a little off-course from the usual investments/markets I write about but I promise it’s relevant. Obviously the world is becoming more technology oriented and while most people still don’t really understand the details of cryptocurrencies, I believe we’re in the very, very early stages of a movement where the world is…
Emerging Tech Trends, the Snap IPO & the Country of Poyais
For anyone interested in emerging trends within technology, I encourage you to read about the India Stack and Aadhaar. I can definitely see a system like this spreading throughout the world. It accomplishes many of the efficiencies of Blockchain technology but is much easier for the average person to understand than Bitcoin. There are certainly…
Is Bitcoin the Future of Money?
My next few posts will take a look at the world from a longer-term perspective and discuss some potential investment themes that I think provide interesting opportunities. This first post will discuss Bitcoin, the very confusing and often misunderstood cryptocurrency. I’ve loosely followed bitcoin for the past 2 years but just started doing some in-depth research…
Technology and the Future
It’s astonishing to see how quickly technology is changing things. Two things that jump out at me and have certainly received a lot of media attention lately are drones and Bitcoin. A lot of companies, including Amazon, are testing the use of drones to deliver packages to your home. It seems so futuristic to think…