Repeatable insight at scale
The title is a borrow (modified) from Patrick McKenzie. My favorite frameworks (investment or otherwise) for generating insights have similar characteristics. They are: Fractal: Applicable...
‘Dark Emu’ by Bruce Pascoe
Every two pages, I had to put this book down and reassess one of my core beliefs about Australia. I believed that aboriginals were primarily...
Working towards a workshop: first workshop notes
The first workshop (briefing) was held on Friday and, while participants were broadly positive about it, there are a few major tweaks needed. I think...
Nobel Memorial Prize
The degrees of separation between a winner of this year’s Nobel memorial prize in economics and I are small enough to warrant mentioning. One degree...
Increasing yield spreads
Economics doesn’t prepare you for the financial system. An degree in environmental economics is another step away again. If you read enough financial literature, you...
Working towards the workshop: presentation development
“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” – Abraham Lincoln Initially, preparing for the workshop...