What I'm reading, listening to, and watching
The New Rules of Existential War
Random Walk on lays out the new rules of our health care driven economy, PE, & China
What I’m reading, listening to, and watching
Do we need conflict and crisis to get progress?
Dean Ball on Industrial Policy, the China Threat, and Going to the Gundo
What I’m reading, watching, and listening to
The 60/40 Portfolio Needs to Change
It’s time to reprogram the simulation
What I'm Reading, Listening to, and Watching
Xi has a plan and we don’t
