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…
Investing, Life & Happiness
I love what I do but my job can often be pretty stressful and frustrating, especially in the upside-down world of central bank QE where investors have been rewarded for doing the exact opposite of what logic would dictate. For example, I’ve been openly critical on this blog of the long-term implications and distortions that…
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…