Ideaswritten after they worked.
Essays and talks, filed under the five things he keeps coming back to.

Filed under
Manage Risk
Manage Risk, Not Returns
Returns are an output. The only lever you actually hold is how much you can afford to lose — and how early you decide it.
Article, in preparation
Building People
Inspect What You Expect
Trust scales when it is checked. Why inspection belongs on the calendar, not in the crisis.
Article, in preparation
The Widest
The Widest, Not the Tallest
Height is fragile — one market, one cycle, one point of failure. Width is a platform that survives any single storm.
Video, in preparation