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7 Easy Steps to Make America Functional Again

Paul Graham, cofounder of Y Combinator, wrote in a thoughtful essay: "The defining quality of an ideologue, whether on the left or the right, is to acquire one's opinions in bulk. You don't get to pick and choose. Your opinions about taxation can be predicted from your opinions about same-sex [...continue reading]

Seeking feedback on book: “Kickstart: Use Your Education to Accelerate Your Career”

I'd love to get your feedback on a book I've been writing since I was a Yale junior: “Kickstart: Use Your Education to Accelerate Your Career”. I have recruited as coauthor Mandee Heller Adler, who runs one of the US's biggest college counseling businesses, International College Counselors.   You [...continue reading]

New video: Asset Managers, Prepare to Have Your Business Disrupted

I have posted below the video from a presentation I gave recently on “Asset Managers, Prepare to Have Your Business Disrupted”. My coauthors are Katina Stefanova (CEO/CIO, Marto Capital; former management committee at Bridgewater Associates) and Brent Beardsley (head of Strategy, Vanguard). I've [...continue reading]

New video: Ideas for Hedge Funds to Identify Macro Themes and Trade Ideas

I recently presented at Alpha Events' "AI and Data Science in Trading" conference on new methods to identify macro trends (especially technology macro trends), and more narrowly trade ideas for public market investors. Below is the video and slide deck I'm drawing from my research on [...continue reading]

Startup New York venture capital firm seeking summer/fall virtual interns

Company overview SOP Capital is a new, early-stage, New York-based VC focused on East Coast companies.  The firm particularly has interest in fintech, edtech, and salestech. For more on the firm's core theses, see investment theses .  SOP’s founder is David Teten, previously a Partner with HOF [...continue reading]

Alternatives to College: Get Paid to Learn

As part of the research for my forthcoming book, tentatively titled Kickstart: Use Your Education to Accelerate Your Career, I've been researching alternatives to college. Given how COVID is impacting universities, I think people are being forced to reconsider the real value of traditional [...continue reading]

Get ready: Making your apartment building resilient to COVID

I’m gearing up for a very difficult and abnormal time in the US.  I’ve been thinking about how to make our apartment building, our houses of worship, and more generally our communities more resilient to COVID-19.  We all rely on a range of companies and people around us: doorman, deliverypeople, [...continue reading]

An Investor’s Personal Social Media Tech Stack: In the future, everyone will be famous for 15 followers

What tech stack should a microinfluencer use? Most investors including me spend most of our day doing the same things people have always done in the job: in my case, due diligence, deal execution, etc.  However, being a “microinfluencer” is now also part of the job description.  In the future, [...continue reading]