Radical uncertainty is the state of not knowing what you don’t know – we all exist in that state. How do you handle that?
Category: Ideas
Hodge-podge of general musings, half-baked ideas, thought exercises, and general life commentary
The End of Alchemy
The End of Alchemy should be required reading for any serious student and practitioner of modern day banking and economics.
It is an elegant, thoughtful work of great expanse and depth that avoids blame, invites reflection, and gives valuable insight into the whys of our last financial crisis.
Energy analytics
There is value in understanding the overall energy market in the US, the “hows” of electricity (how is it made, used, priced, managed), and then tackling the problem of energy efficiency.
The king is dead, long live the king
What Uber can do to make sure that they create sustainable disruption.
Sustainable Energy Investment
A more sane approach to energy infrastructure investment.
Enabling information arbitrage
Arbitrage. That word is familiar to anyone who has ever done any trading. The strategy? In its purest form, it’s executing trades that take advantage
Cassandra John 