Here are some books and writings that I have found to be the most helpful in shaping my thinking this year. For a longer-term geopolitical framework, I highly recommend Disunited Nations, by Peter Zeihan. It’s a very easy, somewhat fun, yet informative read on the shifting geopolitical tides we’re likely to see play out over…
The Future of Business & Technology
Here’s an article published by one of the co-developers of Coinbase (one of the top Bitcoin exchanges in the US). Whether you just want to stay on top of new trends in technology or are looking ahead at new investment opportunities, this is imperative to understand how technology is changing the way companies are being started, operating…
Creative Destruction
Creative Destruction is effect of technological innovation, when something new kills the older incumbent. We’ve gone from horse and buggy to railroads to cars, etc. A new innovation dramatically changes, if not outright kills, the old way of doing things. It’s constantly occurring but usually happens so slowly that we don’t notice it unless we…
My Long Term View and How I’m Positioning Portfolios (Oct, 2015)
I’ll preface this post by saying that this is a long one (sorry about that) but it’s worth the time. To continue on the post from earlier this week where I mentioned that the best long-term investment opportunities typically come with short-term volatility, I’d like to outline my long-term view on how the world, global…