Notes from a Warming Island*
Singapore's Prime Minister, Lee Hsien Loong, wasn’t pulling any punches in a recent National Day Rally speech. But his target wasn’t an...
My Favourite Podcasts
I love podcasts. I listen to them a lot now, particularly on commutes. It helps that this seems to be the Golden Age of Podcasts. The...
Somebody Somewhere Is Doing Something Stupid
I started my career in global macro investing in 2008. As you can imagine, it was a complete baptism of fire. Storied institutions like...
Don't Let Fake-uanimity Get You
I initially wanted this to be a post about how someone could generate outstanding investment returns without being what's traditionally...
Long-Term Value, Long-Term Values
If there was a Mount Rushmore of value investors, Seth Klarman would almost certainly be on it. Klarman's Baupost Group has racked up...
7 Life Lessons from Jose Mourinho's 2018
To absolutely no-one's surprise, the Jose Mourinho era at Manchester United collapsed in acrimonious fashion just before Christmas. The...
Not Too Tight, Not Too Loose
To hear two of its sharpest observers, the media industry is pretty screwed. In a recent conversation, Vox's Ezra Klein and NYU's Jay...
The Curse of Complacency
I've been thinking about complacency a lot lately. We're approaching the 10-year anniversary of the collapse of Lehman Brothers, but with...
Things I Struggle With
There's a great interview out there with VC investor Josh Wolfe of Lux Capital. If you haven't heard it, I highly recommend giving it a...
What greenwashing says about the future of the economy
Little infuriates sustainability advocates more than greenwashing, generally defined as "a form of spin in which green PR or green...
