How Markets Work
On Active Management and Private Investments
Cost/benefit of giving up liquidity and transprency
How Markets Work
How Markets Work
Investing With Your Hands On The Wheel
Assessing the returns to investing effort
How Markets Work
The Pods On Top Of The Food Chain
Understanding multi-managers and pods
How Markets Work
Reflections On Getting Filled
What's the value of something you win at auction conditional on getting filled
How Markets Work
Battle Scars As A Call Option — The UNG Experience
A case study in oblique risk
How Markets Work
Insights From The Warrant Puzzle via Financial Hacking
Financial Hacking is one of the best books applying intuition to common problems in trading and investing
How Markets Work
Beating The SP500 > Winning The NBA Title
Consistent alpha or championships?
How Markets Work
If You Wait For All The Info You’ll Be Too Late
The necessity of acting with incomplete info
How Markets Work
Reasoning Through A Housing Trade Out Loud
Qualitative discretion
How Markets Work
It’s Not The Merit It’s The Price
The wrong price can ruin a great idea
How Markets Work
Trading Is Like Any Other Business
Trading is applying a process to a need or service the market demands
How Markets Work
Practice Second Gear Thinking
Developing a habit of looking past first-order consequences
How Markets Work
The Paradox Of Provable Alpha
What's more likely to have alpha: systematic or discretionary conditional on you being allowed to invest?
How Markets Work
The Investing Version Of “Nothing Good Happens After Midnight”
Don’t obsess about investing beyond the point of diminishing returns.
How Markets Work
Portfolio Theory In The Wild: Funding YouTube Creators
More life-applied portfolio theory
How Markets Work
Trading Is A Team Sport
The lone genius trader is a myth