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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]

The Media Will Spark Mass Violence in November…or Maybe Not

I'm very concerned about the risk of civil strife when election results come in. I suggest the most important lever to promote a smooth transfer of power is for the major media companies (especially Fox) and major social media companies to plan their moves carefully. I have some friends who are [...continue reading]

Partisan Activism 101 for Investors and Executives

You care passionately about certain political causes. How can you use your professional influence to help create change? When your grandchildren ask you, “What did you do during the craziness of 2020?”, how will you answer them?    Reid Hoffman, cofounder of Linkedin, [...continue reading]

How Non-Partisan Business Leaders Can Help Fix America

10 non-partisan action steps for investors and executives to help fix our broken political process Almost everyone agrees that the American political system is dysfunctional. You love our country, and you want to do something about it.  But, becoming politically active can be a challenge, [...continue reading]

Family Office Association interview: VC and Disruption of the Wealth Management Industry

Angelo Robles, CEO of the Family Office Association, just posted a video interview with me on "Venture Capital and Disruption of the Wealth Management Industry". I've written more on the topic here. [...continue reading]

Startup New York venture capital firm seeking virtual interns

Company overview S.O.P. Ventures is a new, early-stage, New York-based VC focused on East Coast companies.  The firm particularly has interest in fintech, edtech, and salestech.  S.O.P.’s founder is David Teten, previously a Partner with HOF Capital and ff Venture Capital and a serial fintech [...continue reading]

Join the Biden/Harris Campaign as an Industry Ambassador at Large 

Are you a well-connected industry leader eager to make America functional again? We have an opportunity for you to help the country, and also build your relationships with other senior people in your sector.  This is NOT a fundraising role.   As an Ambassador at Large for the Biden/Harris [...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 for the first iteration of this research were Katina Stefanova (CEO/CIO, Marto Capital; former management committee at Bridgewater Associates) and Brent [...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]