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

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

The Anti-Israel BDS Movement Will Fail

The BDS movement is immoral and ineffective. It’s immoral because if BDS succeeds, it will hurt billions of people globally who use Israeli technology, including in many cases to save lives. It is ineffective because it cannot achieve its goals, given the reach of Israeli tech. BDS has succeeded in [...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]

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]

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]

How to find competitors’ pitch decks

I advise my portfolio companies to be careful about what information they make searchable publicly.  But on the other side, I definitely recommend seeing what information others have made public. As you design your investor deck and run competitive intelligence, you’ll benefit a lot by looking at [...continue reading]