Ergodicity: What Does It Mean?
Why the difference between ensemble and time averages matters for investing and risk
Why the difference between ensemble and time averages matters for investing and risk
The difficulty of behavioural edge
Does the gatekeeper of gatekeepers gatekeep himself?
On stories, pitches, investing, startups, and why narratives matter.
What companies benefit from IPOs vs direct listings
Video games, portfolio rebalancing, and probabilities
Walking through the IPO process
Centralised decentralised finance
Raising taxes, tariffs, and ambitions