Now

I am a creator (curator, mostly), investor, writer, and researcher. I am currently focused on philosophy, behavioral analysis through the markets, learning design, and riding my bike as far as possible. I currently am building a company in the Fintech space (launching soonish!). Here’s a link to my Spotify if you want to see my brain soundtrack and please follow my stream of consciousness on Twitter, TikTok, Instagram, Substack (where my writing now sits) and YouTube!

Current Interests

• Consumer spending as a measure of GDP growth
• Financial warfare
• Deglobalization
• The stickiness of narratives
• Green energy policy and green energy investment

Current Ideas / Questions I Have

• Transportation as economic power
• Why do we have credit scores?
• Betting markets – election, sports, etc.
• The Unbundling of Education
• Climbing the mountain, but nothing is there
• We don’t need new stuff, we just need improved stuff
• Small business lending vs home ownership 
• Financial literacy: removing, not adding another thing
• Shopping cart habits as a leading indicator for humanity

Long Term Projects

• What Happened Today? Daily news show
• Weekly research papers
• 2-3 YouTube Videos/week
• A platform for financial education
• Illustrated terms
• Illustrated crypto guide + interactivity platform
• Game Theory for Babies (a children’s book)

My Writing

This piece is my magnum opus at the moment: Tradeoffs, or Why Things Don’t Make Sense and The Theories of Interconnectivity

My Favorite Articles

• Roblox and the Creator Economy
• Ditch You Car: Ridesharing is More Cost Effective
• The Secret of Car Sales: The Science of Negotiation
• Is GameStop a Bank? Modeling the Video Game Market
• Dating Data: An Overview of the Algorithm
• Spotify Sentiment Analysis: The Joy of the Jam
• Why Speculation Drives Markets
• Why Money isn’t Real
• The Calculus Wars: The Power of People
• The Stonk Market

Market Philosophy

• The Federal Reserve’s Wager
• What’s Going On?
• Being Bullish Humanity
• The Divergence Between Expectations and Reality
• How Elon Musk Moves Markets
• Consumption on Demand
• Supply, Demand and the Saga of Stucky Bois
• The Debt Ceiling, Expectations, web3 and the Energy Crisis
• The Traffic Light

Crypto

• Crypto Regulation, Curators, and Semiconductors
• Owning the Online: What are NFTs?
• The Ownership Economy: Regulation and Penguins
• Break it DAOwn Now
• Exploring the Meaning of the Metaverse

Market Guides

• A Guide to the FOMC
• Digital vs Physical
• The Core: The Importance of Connectors
• Volmaggedon and the Rise of Passive
• Cambrian Explosion
• RRP Explainer

Geopolitical Analysis

• The Great Balancing Act
• Evergrande: Tip of the Debt Iceberg
• Evergrande and Lots of Debt
• The China Crackdown

Statistics

• Probability vs. Possibility: Lottery Analysis in Quarantine
• The Cost of Love: Appraising The Twelve Days of Christmas
• Pizzmathematics: Which Pizza is Truly the Best?
• Fermata and Staccato: Does Music Predict the Stock Market?
• A Visualization: Correlation vs Causation
• The Nugget Numbers: How Much Chicken is in a Chicken Nugget?
• TikTok and Content Strategy: The Power of Creation
• Natural Language Processing and Naval: The Art of the Podcast
• The Bookstore to the App Store: What Our Apps Say About Us
• Statistics in One Slide
• The App That Knows You Better than You Know Yourself: An Analysis of the TikTok Algorithm
• How the Pandemic has Change the Premium of Living in a City

Game Theory

• Why did Bernie Sanders Drop out of the Election? Lessons from Game Theory
• Chocolate, at Any Cost: The Price Elasticity of the Candy Industry
• Grim Trigger Strategy
• How do You Induce Cooperation?
• Infinite Games: Comparing the Combination of the Value of Defecting + Value of Loss
• Stacks of Cash

Market Analysis

• The Market as an Athlete: Periodization in Training
• Investing in Disruptors: Profitability in the Age of Monopolies
• A Basic Quantitative Analysis of the Foreign Exchange Market
• Governance through Decentralization on the Blockchain
• Asset/Liability Structure of Depository Institutions and Interest Rate Risk

Startups

• Midwest Arbitrage: Capturing One of America’s Most Undervalued Assets

Social Commentary

• Memes as news: The Importance of Short-form content
• The Paradox of Societal Polarization: We are all Hedgefoxes
• The Economic Impact of Bees and the Role of Deceit
• Kyla, Not Kayla
• Seeing the clouds for the first time, again
• Bourgeois Virtues
• The Bare Minimum

Other

• The Why Behind Writing
• We all love math. We just don’t know it
• The Reminder that we Are All Human
• The Art of Running a Good Race
• 50 miles later, I found myself

Old Market Analysis

• What’s Turning the Markets: The Fed, China, and Debt
• The Roku Story
• American Tower
• Green Dot
• Uber
• Diving into 5G
• Costco
• Lyft
• Boeing
• Microsoft
• PG&E
• Altria
• Under Armour
• Eddie Lampert’s Biggest Failure: Sears and the Importance of Corporate Governance
• Emerging Markets
• EVHC
• Sector Rotation Theory

Options Trading

• How to Trade Alphabet (GOOG) Using Options
• Staying Neutral in GLD
• Trading Pork Bellies
• Trading Naked: How to Cover Your Assets
• Smart Money: the Poor Man’s Covered Call
• The Inverse Skew in Gold
• Delta and Theta: How to Manage your Risk
• Vega and Rho – the Forgotten Greeks