("JP")

I think a large part of why we’re so unhappy with our digital spaces is that the people designing them don’t really see themselves as urban planners. It’s a metaphor that occasionally floats around without much acknowledgment that it has altogether ceased to be a metaphor .

If designers, product managers and engineers are really digital urban... See more

One of the things I do around the edge of the portfolio is mess with the energy weight. Some of this is old habits — most of my option trading career was being active in oil and gas. But I also see energy as fundamental to the concept of inflation and inflation is the largest tax on investment returns. I actually see the core of our portfolio not... See more

The democratizing power that lets anyone build a business or share their knowledge is built on an infrastructure designed to capture and commodify our attention. We're trapped in a system where the medicine is also the poison.

There are the two convictions: one that focuses on the numbers and one that feels.