Investing

The Church of Climate and the Law of Unintended Consequences
When policies are judged by intentions rather than outcomes, you get Germany closing nuclear plants only to burn more coal.
Videos

We Invest Micro but Worry Macro | CFA Society UK
In this CFA Society UK Q&A, I talk about how value investing has evolved, why many investors think it is dead, and why that conclusion usually comes from misunderstanding what value investing actually is.

The Dichotomy of Control
The Dichotomy of Control sounds extremely simple, but it’s incredibly powerful and it’s very difficult to actually execute it in daily life. And it’s basically says this.

The Key To a Good Life: Having Good Problems
What are the good problems? It’s very difficult to have a meaningful life and not be solving good problems.
Popular Articles

The Stock Market, The Economy, Possible Outcomes, How to Invest
This is part one of the winter seasonal letter I wrote to IMA clients, sharing my thoughts about the economy and the market. I tried something I’ve never done before. Instead of conveying my message through storytelling, I tried to compress my thoughts into short sentences…
Life & Philosophy

Q&A Money Should Buy Time, Not Things
As my income went up, instead of buying myself things, I turned to buying time and experiences.

Learning to See
Looking back, I recognize that my parents gave my family an amazing gift: the ability to see. They never forced us to go to museums; they just took us with them.
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Latest Articles

The Church of Climate and the Law of Unintended Consequences
When policies are judged by intentions rather than outcomes, you get Germany closing nuclear plants only to burn more coal.

Q&A Money Should Buy Time, Not Things
As my income went up, instead of buying myself things, I turned to buying time and experiences.

































