I like learning.
I like reading.
I like writing.
It’s a nice coincidence that a great way to properly learn about what you read is to teach it. Writing is how I process ideas and (hopefully) get some feedback on them.
I’ve had some military, investment banking, and public markets investing experience. I don’t just focus on those sectors though, and will read and write about whatever I find interesting. Feel free to send stuff that you’re fascinated by!
I also send a regular email newsletter to friends, sign up here:
Partially inspired by this blog, below is a public record of my current beliefs. I’ll edit as these change over time, but these should give you a good idea of what I stand for.
I should aim to:
- Be intellectually curious. There will be subjects too hard or irrelevant, but I want to learn as much as I can. Not knowing something is different from being uninterested in knowing
- Be upfront about what I don’t know. I highly dislike pretenders since I can’t trust them. A person that never admits their ignorance is a big red flag, since I have to waste time to figure out what they’re making up
- Be open to changing my mind when enough evidence is presented. Strong opinions, weakly held. I’d much rather realise I’m wrong on something early
- Be concise
- Be selective in who I spend time with, since time is precious and I am influenced by my peers. Avoid boring people. Avoid flaky people. Avoid stubborn people
- Mean what I say. I do lie sometimes, but generally I’m upfront about what I’m thinking. I might avoid awkward questions though
- Do what I say I’ll do. Reliability is important
I also believe:
- Understanding incentives is key to understanding behaviour. Incentive alignment is critical for ideal outcomes
- Improving processes and frameworks is necessary to make better decisions, particularly for outcomes highly influenced by luck. I like lists and checklists too
- We should have a regret minimisation framework, keeping in mind we usually regret things we missed out on rather than things we tried
- We should be less judgemental and be less easily offended
- We should be more accountable for our statements. This particularly applies to predictions, where everyone seems to have high certainty before and low accountability after
- The world has too much noise and too little signal, and we’re often fooled by randomness
- Cocktails, both drinking and making them
- Food in general, and reviewing restaurants ranging from budget street food to fine dining. Proud user of Google Maps rather than Yelp.
- Internet business models, particularly marketplaces
- Investing, both public markets and venture
- Learning how to make better decisions
- Meeting interesting people and discussing ideas
- Ballroom dance
- Bodyweight calisthenics
- Manga, though I read less now than I used to
- Suicide prevention and coping with depression
- Travelling, but more so that I can eat at new places
- Trying to understand art. Mostly failing