How Should I Manage My Portfolio Right Now?

My dad passed along a note from his wealth advisor about the current investing environment, and I thought I would share my response to him right here as well. I was feeling a bit fiery. The [wealth advisor] thoughts are probably a great summary of market consensus, which is not a particularly helpful way ofContinue reading “How Should I Manage My Portfolio Right Now?”

Places to find cofounders

I started listening to YC’s How to start a startup podcast yesterday (thanks PS for the rec), and Paul Graham made some interesting points regarding co-founders. The co-founder relationship is the most important in the company, but many co-founders approach it very casually. Ironically they often spend tons of time vetting their first couple ofContinue reading “Places to find cofounders”

Cool stuff and the eat/sleep gap

Bryan Johnson is a really interesting dude, and I stumbled down the rabbit hole of his twitter account yesterday. Basically he runs a company focused on quantifying brain performance (Kernel), while simultaneously running an in-depth, self experiment on optimizing his physical health. Check out this doc where he outlines his philosophy and current findings. AnywayContinue reading “Cool stuff and the eat/sleep gap”

Can the Fed Stop Inflation?

I haven’t spent much time recently focused on the markets, but every time I check my investment account I wince. For a while I’ve been betting that we will see high, sustained inflation AND that the fed will be too slow to tighten monetary policy. What we know: We have experienced high, sustained inflation TheContinue reading “Can the Fed Stop Inflation?”