("JP")

In order to fill each deck, I have to mine references - reaching both into the past and as close to the present as possible. And in doing so, I come across rich histories I didn’t know existed. It reminds me the spawn point of this technology is rooted in Black history. Further defining what I bring to the club, office, and my home.

At Dynamicland you get composability and interoperability “for free.”

Much of what you get “for free” at Dynamicland comes from the fact that it’s embedded in a very powerful computation engine: reality. The world is naturally built for multiple people. The world also has many contrivances for inputting data: buttons, pages, layouts, and... See more

To paraphrase David Epstein, to become better strategists and problem solvers we need to learn to “dance across disciplines”, to develop a "high tolerance for ambiguity" and to hone our "ability to connect disparate pieces of information in new ways", because “our greatest strength is the exact opposite of narrow specialization. It is the ability... See more

"You can choose to sleepwalk through life and accept the path that's been laid out for you. You can choose to accept the world as it is. But you don't have to. If there's something in the world you feel is wrong, and you have a vision for what a better world could be, you can find your guiding principle, and fight for a cause."

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

Vernacular design outside of architecture

I've been thinking about how this idea applies to design in fields outside of architecture. Architecture is unique in its geographic, climatic, and cultural contexts, since the "localism" aspect is particularly relevant. But there are probably some parallels that could be drawn to modern software design,... See more

Why are rising labor costs expressed as less detail/ornamentation? Some kinds of activities — performing a string quartet is the canonical example — just intrinsically require a certain amount of labor. No amount of economic growth will alter the fact that it takes four musicians about 15 minutes each to play Beethoven’s Grosse Fuge. But why does... See more

I prefer the asymmetry of asking and sometimes not getting filled vs getting propositioned and knowing I’ll be filled. You will make mistakes sometimes of course, but despite a market-maker background, in real life I prefer to lift not be a resting bid or bet and not call if you like poker analogies.