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Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value
At IMA, we deal with prospective clients who have a short-term time horizon very differently. We do what I call “reverse marketing.” I write articles, people read them, and when they get interested in our services, they download our brochure and reach out to us.
Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth
There is an unspoken conflict between Americans and Europeans. Europeans accuse Americans of being stuck in the rat race. Americans look at Europeans, see them sipping their espressos for two hours a day and reading newspapers, and call them lazy.
Uber and Self-Driving Cars: The Utilization Problem Nobody Talks About
I took a Waymo with my colleague Cyrus. We were genuinely impressed. It was a seamless experience. Uber is dead, long live Waymo? Not So Fast.
What AI, Tariffs, and Global Uncertainty Mean for Your Portfolio
The future feels less predictable because the range of possible outcomes has expanded. Here is my best attempt to think through that reality with humility, and why you should let me do the worrying for both of us.
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…
Chess Saga Continues
With Hannah’s passion for chess growing and the lockdowns easing, we discovered the wonderful world of chess meetups.
